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United Capital Financial Partners, Inc

About the Company
Employees
47

Employee List (47)

Sam Miller

United Capital Financial Partners, Inc

Associate Vice President, Investment Management

  • Location Newport Beach, CA
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Krystal Wolf

United Capital Financial Partners, Inc

Advice Manager

  • Location Dallas, TX
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Katie Johnson

United Capital Financial Partners, Inc

Associate Vice President, Training & Development

  • Location Newport Beach, CA
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Mike Herman

United Capital Financial Partners, Inc

Chief Compliance Officer

  • Location Newport Beach, CA
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Jayme Juncker

United Capital Financial Partners, Inc

Director of Operations

  • Location McLean, VA
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Gary Roth

United Capital Financial Partners, Inc

Chief Financial Officer

  • Location Newport Beach, CA
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David Hallman

United Capital Financial Partners, Inc

Senior Vice President - Wealth Services

  • Location Newport Beach, CA
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Brenna Bibb

United Capital Financial Partners, Inc

Relationship Manager

  • Location Dallas, TX
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Wendy Rodriguez

United Capital Financial Partners, Inc

Director of Accounting

  • Location Newport Beach, CA
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Valerie J. Hurst

United Capital Financial Partners, Inc

Wealth Manager

  • Location Newport Beach, CA
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Company Summary
  • Address
    500 Newport Center Dr
    Newport Beach, CA 92660
  • Industry
    Financial Service
  • Estimated Revenue
    20M - 50M
  • Company Size
    201-500 employees

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