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
Steven Payne (CRD# 1983528) is an Investment Advisor Representative working at United Capital Financial Advisors in San Diego, CA and has over 34 years of experience in the finance industry.
Angela Perez (CRD# 6993369) is an Investment Advisor Representative working at United Capital Financial Advisors in Irving, TX and has over 5 years of experience in the finance industry.
James Piangozza (CRD# 2631630) is an Investment Advisor Representative working at United Capital Financial Advisors in Bethpage, NY and has over 27 years of experience in the finance industry.
Joseph Piangozza (CRD# 1310160) is an Investment Advisor Representative working at United Capital Financial Advisors in Bethpage, NY and has over 39 years of experience in the finance industry.
Duncan Porter (CRD# 5747781) is an Investment Advisor Representative working at United Capital Financial Advisors in Charlotte, NC and has over 14 years of experience in the finance industry.
Sara Prada (CRD# 6390041) is an Investment Advisor Representative working at United Capital Financial Advisors in Albuquerque, NM and has 1 year of experience in the finance industry.
Terry Prather (CRD# 5902047) is an Investment Advisor Representative working at United Capital Financial Advisors in Evansville, IN and has 1 year of experience in the finance industry.
James Rivers (CRD# 4892283) is an Investment Advisor Representative working at United Capital Financial Advisors in Newport Beach, CA and has over 16 years of experience in the finance industry.
Ryan Rogalski (CRD# 4479682) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has over 22 years of experience in the finance industry.
Ryan Roller (CRD# 6022631) is an Investment Advisor Representative working at United Capital Financial Advisors in Indianapolis, IN and has over 12 years of experience in the finance industry.