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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
United Capital Financial Advisers, LLC 3 weeks, 4 days May 2019 - Present
United Planners' Financial Services 4 years, 6 months Sep 2009 - Mar 2014
Total Financial Advisors LLC 12 years May 2007 - May 2019
Waterstone Financial Group 4 years Aug 2005 - Aug 2009
Total Financial Systems Inc. 20 years, 5 months Dec 1998 - May 2019

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Patricia Vitale

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 17, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 17, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Capital Financial Advisers

Last updated on Aug. 14, 2017
    • $17.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 55K
      Accounts
    • $317.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements