United Capital Financial Advisers
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About this Advisor
Michael Sullivan is a certified financial planner based in Austin, Texas. Currently an investment advisor with United Capital Financial Advisers, they have accrued 10 years of experience as a registered advisor. Sullivan maintains a Series 63 license, which certifies the advisor as a securities broker. Sullivan is registered to operate based out of Texas. Over the course of their career, they have held roles at Guidant Wealth Management, Wachovia Securities, LLC, Vsr Financial Service, Inc, Vsr Advisory Services, Inc, Sokolosky Sullivan Financial Services, Valhaven Wealth LLC, Girard Securities, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. United Capital Financial Advisers is headquartered in Austin, Texas, and has 86 other brick-and-mortar locations throughout the nation. In total, United Capital Financial Advisers manages $22 billion in assets throughout 65,194 client accounts and retains more than 650 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. United Capital Financial Advisers offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include 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
Michael Sullivan Work History
Michael has 10 years of experience.
Cetera Advisor Networks LLC
United Capital Financial Advisers, LLC
Valhaven Wealth LLC
Guidant Wealth Management
Vsr Financial Service, Inc
Vsr Advisory Services, Inc
Sokolosky Sullivan Financial Services
Wachovia Securities, LLC
Wachovia Securities, LLC
Michael Sullivan has disclosures.
Please visit their SEC profile for more details.