Jeffrey
Lysaught

United Capital Financial Advisers

CRD#1531350
Investment Advisor
in San Diego, CA
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About this Advisor

Jeffrey Lysaught is a certified financial planner operating out of San Diego, California, who has been in the advisory business for 27 years. Lysaught is on the advisory team at United Capital Financial Advisers. Throughout their career, Lysaught has worked at Girard Securities, Inc, Jpl Financial Inc (Ria) Dba The Hunter, Commonwealth Financial Network, The Hunter Group, United Capital Financial Advisers, Inc and Cetera Advisor Networks LLC. Lysaught holds a Series 63 license, designating them as a securities agent, and is able to serve investors in California, Texas, Kansas, Michigan and South Carolina. United Capital Financial Advisers is a registered investment firm operating out of San Diego, California. The investment advisory business has offices in 86 locations and a total of 650 people on staff. It handles $22 billion in assets among its 65,194 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 35 charities and foundations. Of its 65,194 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets available to invest. United Capital Financial Advisers offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types charged by United Capital Financial Advisers likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9191 Towne Centre Drive Ste 100
San Diego, CA 92122

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United Capital Financial Advisers Brokerage Details

Total Assets Under Management

$22,056,499,644

CA Average: $7,578,581,321
Total Number of Employees

671

CA Average: 43
Total Number of Accounts

71,304

CA Average: 3,727
Average Account Size

$309,330

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Lysaught Work History

Jeffrey has 27 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2009 - 2017 (8 years)

Girard Securities, Inc

2009 - Present (10 years)

United Capital Financial Advisers, Inc

2003 - 2008 (5 years)

Commonwealth Financial Network

1992 - 2009 (17 years)

The Hunter Group

1991 - 2009 (18 years)

Jpl Financial Inc (Ria) Dba The Hunter

Disclosures

Jeffrey Lysaught has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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