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United Capital drops a six-figure check on 10 partner firms in share buyback program financed by SageView

Joe Duran's company is belatedly paying fully vested firms for up to 25% of their stock after the 2008 crash threw off the promised liquidity schedule

Author Lisa Shidler March 18, 2014 at 5:27 PM
1 Comment
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Dwayne Grady and Caroline Girgis: We wouldn't have taken this much off the table if the price of the stock wasn't what it is.

Joe Duran

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Dan Inveen

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Gary Roth

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Dwayne Grady

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Caroline Girgis


Spenser Segal

Spenser Segal

March 19, 2014 — 7:01 PM

Congrats to United Capital for creating significant value for its stakeholders! As one of the few National RIA’s, United Capital has done a great job creating value for investors, advisors and shareholders.


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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran



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