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United Capital Financial Life Management

United Capital Financial Life Management

(949) 999-8500

United Capital Financial Life Management

8 years in business
620 Newport Center Dr #500
Newport Beach, CA 92660
Additional Website Addresses
BBB File Opened: 01/06/2017
Business Started: 09/30/2009
Business Incorporated: 09/30/2009 in DE
Type of Entity
Limited Liability Company (LLC)
Business Category
  • Investment Management
Alternate Business Names
  • United Capital
  • United Capital Financial Advisers LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 134600 for this business, issued by FINRA-Financial Industry Regulatory Authority

    FINRA-Financial Industry Regulatory Authority
    1735 K St, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

Number of Employees: 
1

Overview

This company offers investment services.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
BBB made one or more requests for background information from the business. BBB has not received a response from business and/or has not been able to verify information received from business.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

United Capital Financial Life Management

This Business Is Not BBB Accredited

United Capital Financial Life Management

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