United Advisors
Address: 40 Wall St, New York, NY 10005: : Phone: : Place name: : Hours: : Category: Website: : Website: http://www.unitedadvisorsllc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Advisors Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review
United Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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United Advisors Employees
Larkin Point Investment Advisors LLC September 2013 - Present
United Advisors February 2004 - September 2013
Smith Barney April 2000 - February 2004
Skills
Wealth Management, Financial Services, Finance, Financial Advisory, Investment Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Asset Management
Education
University of Nebraska-Lincoln 1996 — 1998
Bachelor of Science (BS)
University of Notre Dame 1994 — 1996
United Advisors January 2008 - Present
Skills
Insurance, Small Business, Strategic Financial..., Fixed Annuities, Investments, Long-term Care, Marketing, IRAs, Life Insurance, Retirement Planning, Strategic Planning, Health Insurance
Education
Illinois State University
Wealth Financial Group June 1992 - Present
United Advisors 1996 - 2015
United Advisors 1996 - 2015
United Advisors 1996 - 2015
Skills
Retirement, Fixed Annuities, Insurance, Health Insurance, Term Life Insurance, Financial Planners, Wealth, Financial Education, Retirement Planning, Life Insurance, Marketing, Financial Services, Estate Planning, Strategic Financial..., IRAs, Long-term Care, 401k, Sales, Investment Management, Disability Insurance, Financial Advisory, Investments, Small Business, Investment Strategies, Roth IRA, Mutual Funds, 401k Rollovers, Wealth Management, Universal Life, Series 7, Whole Life, Personal Finance, Wealth Accumulation, Long Term Care Insurance, Wealth Management..., Pensions, Asset Allocation, Finance, Securities, Investment Advisory
Education
The Graduate Center, City University of New York
MA, Economics
United Advisors August 2012 - Present
Securities America, Inc. Member FINRA/SIPC August 2012 - Present
Fox News Channel February 2015 - Present
The Financial Network Group, LTD. March 2011 - Present
Accent Asset Management January 2011 - Present
Fox Business Network February 2008 - February 2015
Astor Asset Management March 2002 - January 2012
Skills
Portfolio Management, Securities, Mutual Funds, Financial Services, Management, Financial Advisory, Financial Markets, Asset Management, Strategic Planning, Asset Allocation, Social Media, FINRA, Financial Risk, Public Speaking, Investments, Insurance, Public Relations, Alternative Investments, Strategic Financial..., Investment Advisory, Finance, Series 7, Investment Strategies, Investment Management, Wealth Management, Series 63, Retirement Planning, ETFs, Bonds, Hedge Funds, Equities, Fixed Income, Options, Trading, Series 24, Equity Trading, Private Equity
Education
Denison University 1996 — 2000
BA, Economics, French
Western Reserve Academy 1994 — 1996
General Studies, Hudson, Ohio
Magnus Health December 2013 - May 2015
Magnus Health March 2008 - December 2013
Magnus Health March 2008 - January 2011
United Advisors December 2006 - March 2008
The Jake Group May 2005 - January 2007
The Advisory Board Company July 2003 - May 2005
USA TODAY May 2003 - August 2003
Skills
Marketing Strategy, Account Management, Client Retention, Client Communications, Operations, Strategic Planning, Help Desk Management, Product Management, Process Optimization, Business Process..., Business Process Design, Photoshop, Illustrator, InDesign, HTML + CSS, User Interface Design, User Experience, Wordpress, CRM software, Project Implementation, Implementation Services, Start-ups, API, Thought Leadership, Student Medical Records, CRM, Leadership, Lead Generation, Business Development, SaaS, SEO, Email Marketing, Management, Social Media, Marketing
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA
Millennial Media July 2014 - Present
Millennial Media July 2012 - July 2014
TEKsystems Global Services January 2011 - September 2012
United Advisors November 2009 - July 2010
Skills
Data Analysis, Mobile Advertising, Reporting & Analysis, Strategic Planning, Leadership, Time Management, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, MicroStrategy Reporting, Presentations, Employee Training, Business Travel, Analysis, Team Leadership, Leisure Travel
Education
University of North Carolina Wilmington, Cameron School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance & Economics
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science (B.S.), Finance and Economics
United Advisors May 2013 - Present
Howard & Majewski LLP 2010 - 2013
Bingham McCutchen March 2008 - January 2010
Thacher Proffitt & Wood November 2006 - February 2008
Skills
Private Equity, Hedge Funds, Investments, Investment Advisory, Mutual Funds, Corporate Law, Private Equity Funding, Litigation, Securities Regulation, Due Diligence, Asset Management, M&A Negotiations, Construction, Mergers & Acquisitions
Education
New York Law School 2003 — 2006
Doctor of Law (J.D.)
Brandeis University 1999 — 2002
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1996 — 1999
Greenwich Country Day School 1987 — 1996
Anthem, Inc. March 2015 - Present
HealthMarkets September 2014 - April 2015
Goodwill Industries of Central Indiana December 2012 - August 2014
Specialty Coating Systems, Inc. June 2011 - September 2012
Vesta Pharmaceuticals January 2011 - June 2011
Anson Group October 2010 - January 2011
United Financial Systems Corporation May 2009 - January 2010
United Advisors May 2009 - May 2009
United Advisors Corporation May 2008 - April 2009
AXA Advisors, LLC March 2004 - September 2007
Skills
Operations Management, Problem Solving, Inventory Management, Purchasing, Leadership, Customer Service, Strategic Planning, Quality Assurance, Process Improvement, Continuous Improvement, Six Sigma, Quality System, Coaching, Cross-functional Team..., Lean Manufacturing, Management, Process Engineering, Sales, Training, Team Building, Project Management, Insurance, Small Business
Education
Indiana Wesleyan University 1996 — 1999
Masters, Business Administration
Kaplan University 2002 — 2004
Prof. Ed. Cert., Certified Financial Planning
Purdue University
BS, Electrical Engineering Technology
United Envelope August 2014 - Present
Classic Party Rentals 2011 - 2014
BML-Blackbird Theatrical Services 2009 - 2011
United Advisors February 2006 - June 2009
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Bookkeeping, Financial Statements, Accounting, Accruals, Cash Flow, Cost Accounting
Education
Berkeley College 2012 — 2014
Bachelor's degree, Accounting
Hudson County Community College 2007 — 2010
Associate's degree, Accounting
Game Plan Financial Advisors, LLC September 2015 - Present
Game Plan Financial 2015 - Present
United Advisors May 2014 - August 2015
Modern Woodmen of America September 2010 - June 2014
National Mutual Benefit October 2005 - September 2010
Schiefer Insurance services October 2000 - November 2005
Skills
Insurance, Team Building, Health Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, IRAs, Mutual Funds, 401k, Universal Life, Whole Life, Variable Annuities, 401k Rollovers, Series 63, Roth IRA, Securities, Wealth Accumulation, Brokers, FINRA, Income Protection, Health Savings Accounts, Financial Services, Series 6, Recruiting, Employee Benefits, Wealth, Investment Strategies, Investments, Strategic Financial..., Underwriting, Financial Planners, Series 7, Personal Financial..., Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Goals, Life, Wealth Management..., Insurance Brokerage, Permanent Life Insurance, Licensed Life, Financial Planning
Education
University of Wisconsin-Parkside 1997 — 1998
BA, Business/law
Charleston Southern University 1993 — 1995
Political Science and Government
United Advisors March 2009 - Present
Morgan Stanley Investment Management August 1980 - July 2009
Education
Guilford College
BA, Business Administration and Economics
University of Nebraska-Lincoln
MA, Economics
Performance Food Group March 2012 - Present
Good Vibes Brewery June 2010 - Present
Catch Modern Seafood June 2010 - June 2011
United Advisors December 2009 - March 2010
Planet Fitness 2008 - 2009
Skills
Email Marketing, Marketing, CRM, Advertising, Market Research, Management, Product Development, Selling, Negotiation, Data Analysis, Brand Awareness, Social Media Marketing, Facebook, Marketing Communications, Marketing Strategy
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelor, Marketing