Nadine Joseph Barnes
Investment adviser representative at United Capital Financial Advisors
11 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- United Capital Financial Advisors, LLCDec 2019 to now
- Digital BridgeOct 2019 to Dec 2019
- CitrixSep 2019 to Oct 2019
- Prosegur (f/k/a Best Security Industries)Apr 2018 to Aug 2019
- Bankers LifeOct 2017 to Apr 2018
- Unemployed - Moved To FloridaJun 2017 to Oct 2017
- Marakon (a Charles River Associates Company)Dec 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3223504
- Firm CRD
- 134600