Financial ADVSR advisor directory · SEC adviser records
United Capital Financial Advisors financial advisors in Indiana
Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Indiana, by city and A to Z.
The short answer
9 registered advisors work at United Capital Financial Advisors in Indiana, out of 149 nationwide; it's the firm's number 6 state by advisors, and the most are in Indianapolis (5). 6 list the CFP designation and 0 are also registered broker representatives.
United Capital Financial Advisors advisors by city in Indiana
Every firm in Indiana →United Capital Financial Advisors advisors in Indiana, A to Z
Search by name →- Deborah A. DehoffElkhart · Certified Financial Planner
- Aaron LoomisIndianapolis
- John W. McKissickElkhart · Certified Financial Planner
- Brian D. MelvinIndianapolis · Certified Financial Planner
- Nathan P. MooreEvansville · Certified Financial Planner, Chartered Financial Consultant
- Harrison B. PowellIndianapolis · Certified Financial Planner
- Terry PratherEvansville · Certified Financial Planner, Chartered Financial Consultant
- Ryan RollerIndianapolis
- Duane W. WimerIndianapolis
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 11Florida 10Tennessee 10New 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 Indiana?
9 investment adviser representatives are registered at United Capital Financial Advisors offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 149 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does United Capital Financial Advisors have the most advisors?
Indianapolis, with 5, then Elkhart (2). United Capital Financial Advisors has advisors in 3 cities in Indiana.
How do I check a United Capital Financial Advisors advisor in Indiana?
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.