Unclaimed Profile

Franklin Wayne Salb

UNITED CAPITAL FINANCIAL ADVISORS, LLC·IRVING, Texas

SIE, Series 6, Series 7, Series 7TO, Series 63CFAClean record9 years registeredUNITED CAPITAL FINANCIAL ADVISORS, LLC

125 E JOHN CARPENTER FRWY, IRVING, TX 75062CRD# 4514322Firm CRD# 134600

Profile Verification

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

Identity

Franklin Wayne Salb · IRVING, TX

Registration

CRD #4514322 · UNITED CAPITAL FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

Feb 2024 – Oct 2025

LAWRENCE, KS

CREATIVE PLANNING

Dec 2021 – Feb 2024

Lawrence, KS

LOCKTON INVESTMENT ADVISORS, LLC

Oct 2016 – Dec 2021

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Registration record

First registered · October 10, 2016

Years registered · 9

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNITED CAPITAL FINANCIAL ADVISORS, LLC

CRD 134600 · SEC 801-64376

AUM

$17.7B

Regulatory assets under management

Employees

288

49,991 client accounts

Services offered by UNITED CAPITAL FINANCIAL ADVISORS, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Franklin Wayne Salb offer?

Franklin Wayne Salb specializes in Financial Planning, Investment Management, Wealth Management.

What are Franklin Wayne Salb's credentials?

Franklin Wayne Salb holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Franklin Wayne Salb located?

Franklin Wayne Salb is based in IRVING, Texas, last registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.

How does Franklin Wayne Salb charge for services?

Franklin Wayne Salb'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 ADVISORS, LLC?

UNITED CAPITAL FINANCIAL ADVISORS, 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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