Financial ADVSR advisor directory · SEC adviser records
United Capital Financial Advisors financial advisors in Brentwood, TN
Every SEC-registered investment adviser representative at a United Capital Financial Advisors office in Brentwood, A to Z.
The short answer
4 registered advisors work at United Capital Financial Advisors in Brentwood, out of 149 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
United Capital Financial Advisors advisors in Brentwood, A to Z
Every United Capital Financial Advisors advisor →- Wyatt L. CarpenterInvestment adviser rep
- James DuganInvestment adviser rep
- Melissa R. EvansInvestment adviser rep
- Terri B. WardCertified 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 4Carnegie, PA 4Charlotte, NC 4Fort Lauderdale, FL 4Larkspur, CA 4Los Angeles, CA 4Albuquerque, NM 3Bettendorf, IA 3Boca Raton, FL 3
Other firms in Brentwood
All Brentwood advisors →Virtue Capital Management, LLC 44LPL Financial LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Captrust 31Thoroughbred Financial Services, LLC 23Raymond James Financial Services Advisors, Inc. 22MML Investors Services, LLC 20Cambridge Investment Research Advisors, Inc. 15Cetera Investment Advisers LLC 14Wells Fargo Clearing Services, LLC 14Park Avenue Securities LLC 12Tbh Global Asset Management, LLC 10
Questions
How many financial advisors does United Capital Financial Advisors have in Brentwood?
4 investment adviser representatives are registered at United Capital Financial Advisors offices in Brentwood, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 149 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is United Capital Financial Advisors one of the largest advisor employers in Brentwood?
United Capital Financial Advisors ranks number 36 in Brentwood by registered advisors; Virtue Capital Management, LLC has the most, with 44.
How do I check a United Capital Financial Advisors advisor in Brentwood?
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.