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).
-
Total Assets Under Management17,693MILLION
-
Total Number of Accounts49,991ACCOUNTS
-
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
Andrew Caples (CRD# 7613732) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has 1 year of experience in the finance industry.
Benjamin English (CRD# 6640936) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 7 years of experience in the finance industry.
Julian Escallon (CRD# 7115197) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Kara Farrow (CRD# 6236987) is an Investment Advisor Representative working at United Capital Financial Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.
Shirley Gonzalez (CRD# 7115771) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 4 years of experience in the finance industry.
Christina Gumm (CRD# 5279800) is an Investment Advisor Representative working at United Capital Financial Advisors in Dallas, TX and has over 4 years of experience in the finance industry.
Reid Guthrie (CRD# 6490819) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 4 years of experience in the finance industry.
Matthew Haddock (CRD# 6692031) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 3 years of experience in the finance industry.
Chahati Lancaster (CRD# 7237602) is an Investment Advisor Representative working at United Capital Financial Advisors in San Diego, CA and has over 3 years of experience in the finance industry.
Javier Madrid (CRD# 7402282) is an Investment Advisor Representative working at United Capital Financial Advisors in Tucson, AZ and has 1 year of experience in the finance industry.