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
Timothy Long (CRD# 4390440) is an Investment Advisor Representative working at United Capital Financial Advisors in Little Rock, AR and has over 22 years of experience in the finance industry.
Michael Mader (CRD# 2408935) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.
Jakob Marringa (CRD# 4343134) is an Investment Advisor Representative working at United Capital Financial Advisors in Chicago, IL and has 1 year of experience in the finance industry.
Richard Matcham (CRD# 3232297) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 23 years of experience in the finance industry.
Carl McDonald (CRD# 1631860) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has over 37 years of experience in the finance industry.
Thomas McDonald (CRD# 1199575) is an Investment Advisor Representative working at United Capital Financial Advisors in Anderson, SC and has over 40 years of experience in the finance industry.
Brian McDowell (CRD# 4008135) is an Investment Advisor Representative working at United Capital Financial Advisors in Denver, CO and has over 24 years of experience in the finance industry.
Quinn McElwee (CRD# 4979591) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 18 years of experience in the finance industry.
John McKissick (CRD# 1105822) is an Investment Advisor Representative working at United Capital Financial Advisors in Elkhart, IN and has over 40 years of experience in the finance industry.
Connor McLean (CRD# 7054252) is an Investment Advisor Representative working at United Capital Financial Advisors in Pittsburgh, PA and has over 5 years of experience in the finance industry.