United Capital Financial Advisers
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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
Years of Experience
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United Capital Financial Advisers Brokerage Details
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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.
Cetera Advisor Networks LLC
Girard Securities, Inc
United Capital Financial Advisers, Inc
Commonwealth Financial Network
The Hunter Group
Jpl Financial Inc (Ria) Dba The Hunter
Jeffrey Lysaught has no disclosures.
Please visit their SEC profile for more details.