Unclaimed Profile

David Lamar Hallman

UNITED CAPITAL FINANCIAL ADVISERS, LLC·NEWPORT BEACH, California

Clean recordUNITED CAPITAL FINANCIAL ADVISERS, LLC

620 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 1205218Firm CRD# 134600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lamar Hallman · NEWPORT BEACH, CA

Registration

CRD #1205218 · UNITED CAPITAL FINANCIAL ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Lamar Hallman is a registered financial advisor based in NEWPORT BEACH, California, affiliated with UNITED CAPITAL FINANCIAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

AUM

$17.7B

Regulatory assets under management

Employees

288

Total firm employees

View all advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1205218

Firm CRD# 134600

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lamar Hallman offer?

David Lamar Hallman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are David Lamar Hallman's credentials?

David Lamar Hallman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lamar Hallman located?

David Lamar Hallman is based in NEWPORT BEACH, California, working with UNITED CAPITAL FINANCIAL ADVISERS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does David Lamar Hallman charge for services?

David Lamar Hallman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED CAPITAL FINANCIAL ADVISERS, LLC?

UNITED CAPITAL FINANCIAL ADVISERS, LLC has approximately 288 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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