Harrison
Powell

United Capital Financial Advisors

CRD#7145182
Investment Advisor
in Indianapolis, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Harrison Powell is a financial advisor based in Indianapolis, Indiana, working with United Capital Financial Advisors. Harrison has previously held positions at United Capital Financial Advisors, LLC, United Capital Financial Advisers, LLC, Budget Inks, East Of Chicago Pizza Co, Kapp's Green Lawn, Fort Wayne Mad Ants Basketball, and Marco's Pizza. Harrison has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Harrison is part of United Capital Financial Advisors, which operates out of Indianapolis, Indiana. 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

Series 65

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

440 North East Street
Indianapolis, IN 46204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

IN Average: $3,042,739,679
Total Number of Employees

288

IN Average: 49
Total Number of Accounts

49,991

IN Average: 2,315
Average Account Size

$353,931

IN Average: $1,314,358

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

Harrison Powell Work History

2019 - Present (5 years)

United Capital Financial Advisors, LLC

2018 - 2019 (1 year)

United Capital Financial Advisers, LLC

2017 - 2017 (< 1 year)

East Of Chicago Pizza Co

2016 - 2018 (2 years)

Budget Inks

2015 - 2016 (1 year)

Kapp'S Green Lawn

2015 - 2015 (< 1 year)

Fort Wayne Mad Ants Basketball

2014 - 2014 (< 1 year)

Marco'S Pizza

Disclosures

Please visit the SEC profile of Harrison Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Capital Financial Advisors

Matthew Haddock
Holyoke, MA
James Olmore
Carlsbad, CA
Javier Madrid
Tucson, AZ
Benjamin English
Palm Desert, CA
James Rivers
Newport Beach, CA
Harrison Powell
Indianapolis, IN
Chloe Berentsen
Scottsdale, AZ
Reid Guthrie
Spring, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started