Angela
Sanders

United Capital Financial Advisors

CRD#4548289
Investment Advisor
in Spring, TX

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About this Advisor

Angela Sanders is a financial advisor based in Spring, Texas, working with United Capital Financial Advisors. Angela has previously held positions at American Express Financial Advisors Inc, Ids Life Insurance Company, Girard Securities, United Capital, Cetera Advisor Networks LLC, Woodland Springs Behavioral Health Hospital, Sagepoint Financial, Inc, Osaic Wealth, Inc, and United Capital Financial Advisors, LLC. Angela has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Angela is part of United Capital Financial Advisors, which operates out of Spring, Texas. 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 66

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

1450 Lake Robbins Dr Ste 400
Spring, TX 77380

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United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

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

288

TX Average: 49
Total Number of Accounts

49,991

TX Average: 2,315
Average Account Size

$353,931

TX 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

Angela Sanders Work History

2024 - Present (1 year)

United Capital Financial Advisors, LLC

2023 - 2024 (1 year)

Osaic Wealth, Inc

2020 - 2020 (< 1 year)

Woodland Springs Behavioral Health Hospital

2020 - 2023 (3 years)

Sagepoint Financial, Inc

2017 - 2019 (2 years)

Cetera Advisor Networks LLC

2014 - 2017 (3 years)

Girard Securities

2014 - 2019 (5 years)

United Capital

2000 - 2014 (14 years)

American Express Financial Advisors Inc

2000 - 2014 (14 years)

Ids Life Insurance Company

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Disclosures

Please visit the SEC profile of Angela Sanders 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

James Olmore
Carlsbad, CA
Heather Ankstitus
Holyoke, MA
Michael Ortiz
Charlotte, NC
Angela Perez
Irving, TX
James Rivers
Newport Beach, CA
Harrison Powell
Indianapolis, IN
Chloe Berentsen
Scottsdale, AZ
Steven Fu
South Pasadena, CA

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.

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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.

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