Financial ADVSR advisor directory · SEC adviser records
United Capital Financial Advisors financial advisors in Florida
Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Florida, by city and A to Z.
The short answer
10 registered advisors work at United Capital Financial Advisors in Florida, out of 149 nationwide; it's the firm's number 4 state by advisors, and the most are in Fort Lauderdale (4). 5 list the CFP designation and 0 are also registered broker representatives.
United Capital Financial Advisors advisors by city in Florida
Every firm in Florida →United Capital Financial Advisors advisors in Florida, A to Z
Search by name →- Gregory A. Abell IIFort Lauderdale
- Konrad BrownFort Lauderdale
- Craig M. JaffeBoca Raton · Certified Financial Planner
- Michael A. JeansBoca Raton · Certified Financial Planner
- Kiley A. JohansenBoca Raton · Certified Financial Planner
- Nicholas D. MacriFort Lauderdale
- Michael E. MaderFort Lauderdale
- Richard T. RiveraPensacola · Certified Financial Planner
- Matthew VersageTampa · Certified Financial Planner
- Julia K. WhitleyPensacola
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 19Texas 17Pennsylvania 11Tennessee 10Indiana 9New York 8Washington 8Colorado 7Virginia 7Georgia 5Arizona 4Illinois 4North Carolina 4Iowa 3Massachusetts 3New Jersey 3New Mexico 3
Questions
How many United Capital Financial Advisors financial advisors are in Florida?
10 investment adviser representatives are registered at United Capital Financial Advisors offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 149 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does United Capital Financial Advisors have the most advisors?
Fort Lauderdale, with 4, then Boca Raton (3). United Capital Financial Advisors has advisors in 4 cities in Florida.
How do I check a United Capital Financial Advisors advisor in Florida?
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.