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
Jared Schmidt (CRD# 5180603) is an Investment Advisor Representative working at United Capital Financial Advisors in Roswell, GA and has over 6 years of experience in the finance industry.
Christian Tant (CRD# 6635608) is an Investment Advisor Representative working at United Capital Financial Advisors in Evansville, IN and has 1 year of experience in the finance industry.
Justin Travis (CRD# 7272714) is an Investment Advisor Representative working at United Capital Financial Advisors in Little Rock, AR and has over 3 years of experience in the finance industry.
John Trent (CRD# 6569566) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has 1 year of experience in the finance industry.
Matthew Versage (CRD# 7188169) is an Investment Advisor Representative working at United Capital Financial Advisors in Safety Harbor, FL and has over 4 years of experience in the finance industry.
Morgan Wam (CRD# 7112560) is an Investment Advisor Representative working at United Capital Financial Advisors in San Diego, CA and has 1 year of experience in the finance industry.
Charles York (CRD# 4901076) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 9 years of experience in the finance industry.