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
Regis Ruane (CRD# 1251906) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 40 years of experience in the finance industry.
Michael Ryan (CRD# 4421544) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 22 years of experience in the finance industry.
Mary Santini (CRD# 5443178) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 14 years of experience in the finance industry.
Mary Schanzlin (CRD# 2747880) is an Investment Advisor Representative working at United Capital Financial Advisors in Buffalo, NY and has over 27 years of experience in the finance industry.
Samuel Schlesinger (CRD# 6660377) is an Investment Advisor Representative working at United Capital Financial Advisors in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Elizabeth Schwinghammer (CRD# 2408351) is an Investment Advisor Representative working at United Capital Financial Advisors in Denver, CO and has over 18 years of experience in the finance industry.
Garth Scrivner (CRD# 4372773) is an Investment Advisor Representative working at United Capital Financial Advisors in Albuquerque, NM and has 1 year of experience in the finance industry.
Christopher Stagg (CRD# 5671195) is an Investment Advisor Representative working at United Capital Financial Advisors in Holladay, UT and has over 14 years of experience in the finance industry.
Mark Stancil (CRD# 4302277) is an Investment Advisor Representative working at United Capital Financial Advisors in Atlanta, GA and has over 23 years of experience in the finance industry.
Jordan Stefanov (CRD# 6123568) is an Investment Advisor Representative working at United Capital Financial Advisors in Irving, TX and has over 11 years of experience in the finance industry.