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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in San Diego, A to Z.

The short answer

3 registered advisors work at United Capital Financial Advisors in San Diego, out of 149 at the firm nationwide; it ranks number 142 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors in San Diego, A to Z

Every United Capital Financial Advisors advisor →

United Capital Financial Advisors advisors in every city and state →United Capital Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Capital Financial Advisors advisors in other cities

Irving, TX 9Seattle, WA 7Memphis, TN 6Fort Collins, CO 5Indianapolis, IN 5The Woodlands, TX 5Atlanta, GA 4Brentwood, TN 4Carnegie, PA 4Charlotte, NC 4Fort Lauderdale, FL 4Larkspur, CA 4Los Angeles, CA 4Albuquerque, NM 3Bettendorf, IA 3

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60

Questions

How many financial advisors does United Capital Financial Advisors have in San Diego?

3 investment adviser representatives are registered at United Capital Financial Advisors offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 149 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is United Capital Financial Advisors one of the largest advisor employers in San Diego?

United Capital Financial Advisors ranks number 142 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.

How do I check a United Capital Financial Advisors advisor in San Diego?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Capital Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.