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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Colorado

Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Colorado, by city and A to Z.

The short answer

7 registered advisors work at United Capital Financial Advisors in Colorado, out of 149 nationwide; it's the firm's number 9 state by advisors, and the most are in Fort Collins (5). 3 list the CFP designation and 4 are also registered broker representatives.

United Capital Financial Advisors advisors by city in Colorado

Every firm in Colorado →

Fort Collins 5Greenwood Village 2

United Capital Financial Advisors advisors in Colorado, A to Z

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

United Capital Financial Advisors in other states

California 18Texas 16Florida 11Pennsylvania 11New York 10Tennessee 10Indiana 9Washington 8Virginia 7Georgia 5Arizona 4Illinois 4North Carolina 4Iowa 3Massachusetts 3New Mexico 3

Questions

How many United Capital Financial Advisors financial advisors are in Colorado?

7 investment adviser representatives are registered at United Capital Financial Advisors offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 149 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Where in Colorado does United Capital Financial Advisors have the most advisors?

Fort Collins, with 5, then Greenwood Village (2). United Capital Financial Advisors has advisors in 2 cities in Colorado.

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

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.