Charles
York
United Capital Financial Advisors
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About this Advisor
Charles York is a financial advisor based in Great Falls, Virginia, working with United Capital Financial Advisors. Charles has previously held positions at Us Trust, Bank Of America Private Wealth Management, Bessemer Investor Services, Inc, United Capital Financial Advisors, LLC, Bnym Securities Corporation, and Bny Mellon. Charles has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Charles is part of United Capital Financial Advisors, which operates out of Great Falls, Virginia. 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
Charles York Work History
United Capital Financial Advisors, LLC
Bnym Securities Corporation
Bny Mellon
Bessemer Investor Services, Inc
Us Trust, Bank Of America Private Wealth Management
Disclosures
Please visit the SEC profile of Charles York 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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