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Angela Denice Sanders

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.

  1. United Capital Financial Advisors, LLCJun 2024 to now
  2. Osaic Wealth, Inc.Sep 2023 to Jun 2024
  3. Sagepoint Financial, Inc.Apr 2020 to Sep 2023
  4. Woodland Springs Behavioral Health HospitalJan 2020 to Apr 2020
  5. UnemployedJul 2019 to Jan 2020
  6. Cetera Advisor Networks LLCNov 2017 to Jul 2019
  7. United CapitalDec 2014 to Jul 2019
  8. Girard SecuritiesDec 2014 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
4548289
Firm CRD
134600
Advisor's SEC record (opens in a new tab)
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