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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Fort Collins, CO

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

The short answer

5 registered advisors work at United Capital Financial Advisors in Fort Collins, out of 149 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

United Capital Financial Advisors advisors in Fort Collins, 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 6Indianapolis, IN 5The Woodlands, TX 5Atlanta, GA 4Brentwood, TN 4Carnegie, PA 4Charlotte, NC 4Fort Lauderdale, FL 4Larkspur, CA 4Los Angeles, CA 4Albuquerque, NM 3Bettendorf, IA 3Boca Raton, FL 3

Other firms in Fort Collins

All Fort Collins advisors →

Strategic Advisers LLC 26LPL Financial LLC 25Cambridge Investment Research Advisors, Inc. 16RBC Capital Markets, LLC 16Edward Jones 14Wells Fargo Advisors Financial Network, LLC 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Wells Fargo Clearing Services, LLC 9UBS Financial Services Inc. 8Navigation Wealth Management 7Raymond James Financial Services Advisors, Inc. 7Trail Ridge Investment Advisors, LLC 6

Questions

How many financial advisors does United Capital Financial Advisors have in Fort Collins?

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

Is United Capital Financial Advisors one of the largest advisor employers in Fort Collins?

United Capital Financial Advisors ranks number 17 in Fort Collins by registered advisors; Strategic Advisers LLC has the most, with 26.

How do I check a United Capital Financial Advisors advisor in Fort Collins?

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.