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
John Abriola (CRD# 1563684) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 37 years of experience in the finance industry.
Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 9 years of experience in the finance industry.
Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 10 years of experience in the finance industry.
Chris Badciong (CRD# 2000156) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has over 16 years of experience in the finance industry.
Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 19 years of experience in the finance industry.
Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 24 years of experience in the finance industry.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 16 years of experience in the finance industry.
Ryan Bergmann (CRD# 5288889) 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.
Jason Bremer (CRD# 4771134) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has 1 year of experience in the finance industry.
Virginia Brewer (CRD# 5658047) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has 1 year of experience in the finance industry.