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Candice Graham

United Capital Management OF Kansas, Inc.

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About Candice Graham

Candice Graham is a registered Investment Advisor Representative with United Capital Management of Kansas, Inc. Candice is located in Salina, Kansas and is a Registered Investment Advisor. Candice has been in the industry since January 2013. Candice is a Registered Investment Advisor (IA) and has passed the Uniform Investment Adviser Law Examination. Candice is active in both Kansas and Iowa.

Firm Information

Candice Graham is currently registered with United Capital Management OF Kansas, Inc.. United Capital Management OF Kansas, Inc. is an investment advisor based in Salina, KS. The firm provides financial planning, pension consulting, and educational seminars. It manages portfolios for individuals, businesses, and pooled investment vehicles. United Capital Management OF Kansas, Inc. has over 459 million in regulatory assets under management.
United Capital Management OF Kansas, Inc.

227 NORTH SANTA FE

SALINA, KS 67401

$459.77M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Candice Graham’s Registration & Firm History

KS

03/08/2021 - Present

United Capital Management OF Kansas, Inc. (SALINA KS)

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Licenses & Designations

IA

Issued 12/03/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Candice Graham.
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