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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Boca Raton, FL

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

The short answer

3 registered advisors work at United Capital Financial Advisors in Boca Raton, out of 149 at the firm nationwide; it ranks number 71 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors in Boca Raton, 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 Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does United Capital Financial Advisors have in Boca Raton?

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

Is United Capital Financial Advisors one of the largest advisor employers in Boca Raton?

United Capital Financial Advisors ranks number 71 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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.