United Capital Financial Advisors
United Capital Financial Advisors (CRD# 134600) is a financial advisory firm headquartered in Irving, TX. They manage $17,693,379,042 in 49,991 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management17,693MILLION
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jordan Stefanov (CRD# 6123568) is an Investment Advisor Representative working at United Capital Financial Advisors in Irving, TX and has over 11 years of experience in the finance industry.
Alexander Supplee (CRD# 6266621) is an Investment Advisor Representative working at United Capital Financial Advisors in Baltimore, MD and has over 9 years of experience in the finance industry.
William Swearingen (CRD# 1800451) is an Investment Advisor Representative working at United Capital Financial Advisors in Irving, TX and has over 36 years of experience in the finance industry.
Trudy Turner (CRD# 4341569) is an Investment Advisor Representative working at United Capital Financial Advisors in Plano, TX and has 1 year of experience in the finance industry.
Dana Underwood (CRD# 5768768) is an Investment Advisor Representative working at United Capital Financial Advisors in Ann Arbor, MI and has over 13 years of experience in the finance industry.
Christopher Villegas (CRD# 5323278) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 16 years of experience in the finance industry.
Patricia Vitale (CRD# 4225807) is an Investment Advisor Representative working at United Capital Financial Advisors in Bethpage, NY and has over 23 years of experience in the finance industry.
William Walker (CRD# 5882480) is an Investment Advisor Representative working at United Capital Financial Advisors in Langhorne, PA and has over 13 years of experience in the finance industry.
Terri Ward (CRD# 2963015) is an Investment Advisor Representative working at United Capital Financial Advisors in Brentwood, TN and has over 26 years of experience in the finance industry.
Rian Waterman (CRD# 5121837) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 17 years of experience in the finance industry.