TheJobsMapUnited Capital Financial Advisors, LLC jobs and careers
Irving, TX, United States
About United Capital Financial Advisors, LLC
United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.
Founded in 2005 by Caryn Westman, Graeme Carling, Joe Duran and Mike Capelle.
- Founded
- 2005
- Employees
- 350
- Total funding
- $38M
- Headquarters
- Irving
Leadership
The top of United Capital Financial Advisors, LLC's org chart, with how many people report into each leader.
James Rivers
President
13 reports
Pam Alexander
Vice President, Business Operations Manager
9 reports
Craig Jaffe
Head Of Office
4 reports
Paul Engele
Vice President Technology United Capital Financial Advisors
4 reports
Frank Salb
Chief Investment Officer
3 reports
Sonja Larimore
Chief Compliance Officer
2 reports
Wes French
Managing Director
1 report
Bret Livingston
Vp, Partners Performance
1 report
Susan Bohanon
Vice President Of Learning And Development
John Capets
Managing Director
Derek McCauley
Vice President, Head of Integration and Programs
Stephen Bauer
Managing Director - Head of Office
8 reports
Mimi R. Schanzlin
Vice President / Head of Office
Catherine Humbert
Managing Director
Mark Stancil
Managing Director
Garth Scrivner
Managing Director
Lori Wathen
Business Operations Manager
2 reports
Jacquedolyn Fulcher
Finlife Service Manager
1 report
Kristin Howe
Business Operations Manager
Jobs at United Capital Financial Advisors, LLC
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