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
Jack Weisenbach (CRD# 6345370) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 7 years of experience in the finance industry.
Joshua Williams (CRD# 6935466) is an Investment Advisor Representative working at United Capital Financial Advisors in Winchester, VA and has over 5 years of experience in the finance industry.
Duane Wimer (CRD# 4598730) is an Investment Advisor Representative working at United Capital Financial Advisors in Indianapolis, IN and has over 22 years of experience in the finance industry.
Andrew Wolf (CRD# 6145046) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 8 years of experience in the finance industry.
Stacey Zwicker (CRD# 2131877) is an Investment Advisor Representative working at United Capital Financial Advisors in Honolulu, HI and has over 28 years of experience in the finance industry.
Gregory Abell (CRD# 5921575) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Lauderdale, FL and has over 3 years of experience in the finance industry.
Anthony Andolino (CRD# 7585223) is an Investment Advisor Representative working at United Capital Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Joseph Benson (CRD# 7434946) is an Investment Advisor Representative working at United Capital Financial Advisors in Anderson, SC and has over 2 years of experience in the finance industry.
Chloe Berentsen (CRD# 7076542) is an Investment Advisor Representative working at United Capital Financial Advisors in Scottsdale, AZ and has over 2 years of experience in the finance industry.
John Capets (CRD# 1079386) is an Investment Advisor Representative working at United Capital Financial Advisors in Charlotte, NC and has over 41 years of experience in the finance industry.