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February 08, 2016 8:30 AM ET

Capital Markets

Company Overview of United Capital Financial Advisers LLC

Company Overview

United Capital Financial Advisers, Inc. offers wealth management advisory services to individuals, corporate organizations, and family offices. It has locations in Bethesda, Maryland; Boca Raton and New Port Richey, Florida; Dallas and Houston, Texas; Modesto, Westlake Village, and Oxnard, California; and Rockford, Illinois. United Capital Financial Advisers, Inc. is based in Newport Beach, California.

500 Newport Center Drive

2nd Floor

Newport Beach, CA 92660

United States





Key Executives for United Capital Financial Advisers LLC

Chief Executive Officer and Director
Chairman and President
Chief Operating Officer, Chief Financial Officer and Director
Senior Vice President
Senior Vice President of Operations and Compliance
Compensation as of Fiscal Year 2015.

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