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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Bettendorf, IA

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

The short answer

3 registered advisors work at United Capital Financial Advisors in Bettendorf, out of 149 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

United Capital Financial Advisors advisors in Bettendorf, 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 3Boca Raton, FL 3

Other firms in Bettendorf

All Bettendorf advisors →

RBC Capital Markets, LLC 16Principal Securities, Inc. 14Edward Jones 7Nikulski Financial, Inc. 7Raymond James Financial Services Advisors, Inc. 7Ameriprise Financial Services, LLC 6Pfs Investments Inc. 6Cambridge Investment Research Advisors, Inc. 5Wells Fargo Advisors Financial Network, LLC 5MML Investors Services, LLC 4Northwestern Mutual Investment Services, LLC 4LPL Financial LLC 3

Questions

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

3 investment adviser representatives are registered at United Capital Financial Advisors offices in Bettendorf, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 149 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

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

United Capital Financial Advisors ranks number 14 in Bettendorf by registered advisors; RBC Capital Markets, LLC has the most, with 16.

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

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.