Financial ADVSR advisor directory · SEC adviser records
United Capital Financial Advisors financial advisors in Elkhart, IN
Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Elkhart, A to Z.
The short answer
3 registered advisors work at United Capital Financial Advisors in Elkhart, out of 149 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
United Capital Financial Advisors advisors in Elkhart, A to Z
Every United Capital Financial Advisors advisor →- Laura E. ComplimentInvestment adviser rep
- Deborah A. DehoffCertified Financial Planner
- John W. McKissickCertified Financial Planner
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 Elkhart
All Elkhart advisors →Edward Jones 15LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 9Osaic Wealth, Inc. 6J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 3Wealth Enhancement Advisory Services, LLC 3
Questions
How many financial advisors does United Capital Financial Advisors have in Elkhart?
3 investment adviser representatives are registered at United Capital Financial Advisors offices in Elkhart, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 149 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is United Capital Financial Advisors one of the largest advisor employers in Elkhart?
United Capital Financial Advisors ranks number 7 in Elkhart by registered advisors; Edward Jones has the most, with 15.
How do I check a United Capital Financial Advisors advisor in Elkhart?
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.