Dexter Robi Conner
Investment adviser representative at United Capital Financial Advisors
16 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
16 years in the industry.
- United Capital Financial Advisors, LLCAug 2022 to now
- Faith In Dreams Edutainment (self Employed)Jan 2010 to now
- Goldman Sachs & Co. LLCJul 2022 to Nov 2023
- LPL Financial, LLCJun 2021 to Jun 2022
- M&t BankFeb 2018 to Jun 2021
- M&t Securities, Inc.Feb 2018 to Jun 2021
- Morgan StanleyAug 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6519766
- Firm CRD
- 134600