UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS
IRVING, Texas·10 registered advisors·CRD# 134600
SEC# 801-6437640972-822-2055
01

Firm Overview

AUM
$17.7B
Regulatory assets under management
Employees
288
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC

10 registered advisors
Christopher Hemstead
NEWPORT BEACH, California
David Ashley Fox
NEWPORT BEACH, California
David Lamar Hallman
NEWPORT BEACH, California
Franklin Wayne Salb
IRVING, Texas
James Francis Rivers
IRVING, Texas
Jonathan David Seiler
IRVING, Texas
Kristina Cheh Beck
NEWPORT BEACH, California
Melroy Johan Saldanha
IRVING, Texas
Robert Arthur Mlenek
IRVING, Texas
Sonja Leann Larimore
IRVING, Texas
05

Office Locations

IRVING, Texas
6 advisors
NEWPORT BEACH, California
4 advisors

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Data sourced from SEC Form ADV filings. UNITED CAPITAL FINANCIAL ADVISORS, LLC (CRD# 134600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.