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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Fort Lauderdale, FL

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

The short answer

4 registered advisors work at United Capital Financial Advisors in Fort Lauderdale, out of 149 at the firm nationwide; it ranks number 32 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors in Fort Lauderdale, 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 4Larkspur, CA 4Los Angeles, CA 4Albuquerque, NM 3Bettendorf, IA 3Boca Raton, FL 3

Other firms in Fort Lauderdale

All Fort Lauderdale advisors →

Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Provenance Wealth Advisors 14

Questions

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

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

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

United Capital Financial Advisors ranks number 32 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.

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

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.