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For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

United Capital Financial Advisers

Filed under: RIA Welcoming Breakaways

United Capital Financial Advisers logo

Company info:

Joe Duran
Top executive: Joe Duran

949-999-8500

500 Newport Center Drive

Newport Beach , California, United States,

RIA department info:

Matt Brinker

Contact: Matt Brinker

949-999-8517

matt.brinker@unitedcp.com

Etcetera:

  • Founded in 2005


Q&A:

What is the service or product you offer to RIAs?

United Capital is a strategic acquirer — not a financial acquirer — of exceptional wealth management practices. We work together to meaningfully improve the value of each business we partner with, helping you expand your offerings and serve your clients more effectively than ever before. And our unique business model typically means our partners grow their assets and revenues immediately.

How do you differentiate your offering from competitors?

United Capital Financial Advisers, Inc. a firm which thinks differently about the financial services industry. We are looking to change the conveyor belt approach to the investment advisory business by focusing on the client’s entire financial life and democratizing the way our clients review financial advice.

BOOKS:

The Money Code by Joe Duran.

The Money Code by Joe Duran on Amazon.

What else would you like to say about your business?
Our adviser’s unique mentorship approach has pioneered multiple concepts in financial planning in guiding their clients to achieve their financial goals. Our client-centric tools were developed to allow clients to interchange with their advisers and focus exclusively on the things that they can control.

United Capital Video:

Joe Duran, CEO United Capital | InvestmentNews | Feb. 2013 from United Capital on Vimeo.