Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

900 Larkspur Landing Circle, Ste 209, Larkspur, CA, 94939

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a trustee at Deborah Robinson Third Party Special Needs Trust, a non-profit, and has oversight for the entity's investments. This activity takes a few hours per week.

Employment History
Current Registrations
United Capital Financial Advisors
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2014 - May 2015 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Brian Frack - Financial Advisor | TrueAdvisor