Scott K.

Wealth Advisor at United Capital Financial Advisors

Role
Wealth Advisor at United Capital Financial Advisors, LLC
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Advisor

    United Capital Financial Advisors, LLC

    Aug 2023 — Present · The Woodlands, TX, US

Education

  • Wichita State University

    Bachelor, Economics

    1998 — 2000

Skills

  • Series 7
  • Asset Allocation
  • Series 66
  • Investments
  • Separately Managed Accounts
  • Structured Products
  • Financial Services

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Scott K. — Wealth Advisor at United Capital Financial Advisors, LLC in Houston, TX, US | Unifers