Chahati Lani Fern Lancaster

CFP

United Capital Financial Advisors

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Capital Financial Advisors

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

Location

4370 La Jolla Village Dr., Ste 110, San Diego, CA, 92122

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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.

Employment History

Current Registrations

United Capital Financial Advisors

January 2021 - Present · 5 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.