Melissa Renee Evans
Investment adviser representative at United Capital Financial Advisors
12 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
12 years in the industry.
- United Capital Financial Advisors, LLCJul 2024 to now
- Plunkett Wealth TeamMay 2022 to Jul 2024
- Sagespring Wealth PartnersMay 2022 to Jul 2024
- Southwestern Investment GroupMay 2022 to Jul 2024
- Raymond James Financial Services, Inc.Mar 2022 to Jul 2024
- Eudaimonia Partners, LLCJan 2021 to Mar 2022
- Raymond James Financial Services, Inc.May 2018 to Jan 2021
- Southwestern Investment GroupMay 2018 to Dec 2020
- DiversicareMay 2017 to May 2018
- Wileybros Aintree CapitalMay 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4483961
- Firm CRD
- 134600