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Financial ADVSR advisor directory · SEC adviser records

United Capital Financial Advisors financial advisors in Irving, TX

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

The short answer

9 registered advisors work at United Capital Financial Advisors in Irving, out of 149 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

United Capital Financial Advisors advisors in Irving, 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

Seattle, 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 3Boca Raton, FL 3

Other firms in Irving

All Irving advisors →

Strategic Advisers LLC 40Goldman Sachs Wealth Services, L.P. 35American Beacon Advisors, Inc. 9J.P. Morgan Securities LLC 7Mutual Of Omaha Investor Services, Inc. 7Raymond James Financial Services Advisors, Inc. 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Edward Jones 6LPL Financial LLC 5Cottonwood Capital Advisors 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4

Questions

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

9 investment adviser representatives are registered at United Capital Financial Advisors offices in Irving, Texas, 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 Irving?

United Capital Financial Advisors ranks number 4 in Irving by registered advisors; Strategic Advisers LLC has the most, with 40.

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

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.