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
Brian Melvin (CRD# 4643691) is an Investment Advisor Representative working at United Capital Financial Advisors in Indianapolis, IN and has over 20 years of experience in the finance industry.
Paul Messiter (CRD# 2206538) is an Investment Advisor Representative working at United Capital Financial Advisors in Ann Arbor, MI and has over 32 years of experience in the finance industry.
Joshua Meziere (CRD# 5418994) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 7 years of experience in the finance industry.
Gary Mitchell (CRD# 1432266) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 38 years of experience in the finance industry.
Nathan Moore (CRD# 5901916) is an Investment Advisor Representative working at United Capital Financial Advisors in Evansville, IN and has 1 year of experience in the finance industry.
Joseph Morgan (CRD# 5157563) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 17 years of experience in the finance industry.
Lacy Mulroy (CRD# 6912328) is an Investment Advisor Representative working at United Capital Financial Advisors in Brentwood, TN and has over 6 years of experience in the finance industry.
James Olmore (CRD# 2384040) is an Investment Advisor Representative working at United Capital Financial Advisors in Carlsbad, CA and has over 30 years of experience in the finance industry.
Michael Ortiz (CRD# 6821683) is an Investment Advisor Representative working at United Capital Financial Advisors in Charlotte, NC and has over 5 years of experience in the finance industry.
Stacy Paradise (CRD# 4196962) is an Investment Advisor Representative working at United Capital Financial Advisors in Sacramento, CA and has over 23 years of experience in the finance industry.