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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Rockford, IL

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

The short answer

3 registered advisors work at United Capital Financial Advisors in Rockford, out of 149 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

United Capital Financial Advisors advisors in Rockford, 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 Rockford

All Rockford advisors →

Savant Wealth Management 200Choreo, LLC 76Ameriprise Financial Services, LLC 19Edward Jones 18Wells Fargo Clearing Services, LLC 14LPL Financial LLC 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Cambridge Investment Research Advisors, Inc. 8Morgan Stanley 8Osaic Wealth, Inc. 8Robert W. Baird & Co. Incorporated 8Harbour Investments, Inc. 7

Questions

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

3 investment adviser representatives are registered at United Capital Financial Advisors offices in Rockford, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 149 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

United Capital Financial Advisors ranks number 24 in Rockford by registered advisors; Savant Wealth Management has the most, with 200.

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

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.