David
Essay
United Capital Financial Advisors
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About this Advisor
David Essay is a financial advisor based in Fort Collins, Colorado, working with United Capital Financial Advisors. David has previously held positions at First National Bank, First National Capital Markets, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Cetera Advisor Networks LLC, Lion Street Financial, Girard Securities, and United Capital Financial Advisers, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, David is part of United Capital Financial Advisors, which operates out of Fort Collins, Colorado. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Essay Work History
Lion Street Financial
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
First National Capital Markets
First National Bank
First National Bank
Disclosures
Please visit the SEC profile of David Essay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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