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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alton Abell is a registered investment advisor representative with United Capital Financial Advisors. Gregory Abell has been in the financial services industry since 2011 and has worked with Girard Securities, CETERA Advisor Networks LLC, and Signator Investors, Inc. Gregory Abell is registered with the state of Florida. The firm United Capital Financial Advisors is headquartered in Irving, Texas and manages over 17 billion dollars in assets. The firm provides a range of advisory services including financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. The firm's client base includes individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
04/14/2021 - Present
United Capital Financial Advisors (Fort Lauderdale FL)
FL
09/04/2021 - 11/14/2023
GOLDMAN SACHS & CO. LLC (Ft. Lauderdale FL)
FL
10/27/2017 - 01/17/2018
CETERA ADVISOR NETWORKS LLC (Fort Lauderdale FL)
FL
09/05/2014 - 11/01/2017
GIRARD SECURITIES, INC. (Fort Lauderdale FL)
FL
07/13/2011 - 01/24/2014
SIGNATOR INVESTORS, INC. (MIAMI FL)
BC
Issued 09/20/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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