Wealth Advisor
Current
Sep 2020 - Present
AeroLeads people directory · profile
Scott K. Email & Phone Number
Wealth Advisor at United Capital Financial Advisors
at
United Capital Financial Advisors, LLC
1 work email found
@iconadvisers.com
1 phone found area 719
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at United Capital Financial Advisors
Location
Greater Houston, United States, United States
Who is Scott K.? Overview
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Quick answer
Scott K. is listed as Wealth Advisor at United Capital Financial Advisors at United Capital Financial Advisors, LLC, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at iconadvisers.com, phone signal with area code 719, and a matched LinkedIn profile for Scott K..
Scott K. previously worked as Wealth Advisor at United Capital Financial Advisors, Llc and Private Wealth Management at Goldman Sachs Personal Financial Management. Scott K. holds Bachelor, Economics from Wichita State University.
Company email context
Email format at United Capital Financial Advisors, LLC
This section adds company-level context without repeating Scott K.'s masked contact details.
*@iconadvisers.com
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AeroLeads found 1 current-domain work email signal for Scott K.. Compare company email patterns before reaching out.
Profile bio
About Scott K.
Scott K. is a Wealth Advisor at United Capital Financial Advisors at United Capital Financial Advisors, LLC. He possess expertise in investments, financial services, series 7, separately managed accounts, asset allocation and 32 more skills.
Listed skills include Investments, Financial Services, Series 7, Separately Managed Accounts, and 33 others.
Current workplace
Scott K.'s current company
Company context helps verify the profile and gives searchers a useful next step.
United Capital Financial Advisors, Llc
AeroLeads page
8 roles
Scott K. work experience
A career timeline built from the work history available for this profile.
Private Wealth Management
Current
Goldman Sachs Personal Financial Management
Sep 2020 - Present
Regional Business Consultant - External Wholesaler
May 2017 - Nov 2019
Financial Advisor
Valic Financial Advisors, Inc.
Jun 2016 - May 2017
Vice President Asset Management Sales
Education and promotion of Separately Managed Accounts for institutions, registered investment advisors and independent broker dealers throughout the United States.
Jul 2010 - Jun 2016
Regional Vice President
Allianz Life
Sep 2007 - Mar 2009
Regional Vice President
Icon Advisers
May 2004 - Aug 2007
Financial Advisor
Jan 1997 - May 2004
1 education record
Scott K. education
FAQ
Frequently asked questions about Scott K.
Quick answers generated from the profile data available on this page.
What company does Scott K. work for?
Scott K. works for United Capital Financial Advisors, LLC.
What is Scott K.'s role at United Capital Financial Advisors, LLC?
Scott K. is listed as Wealth Advisor at United Capital Financial Advisors at United Capital Financial Advisors, LLC.
What is Scott K.'s email address?
AeroLeads has found 1 work email signal at @iconadvisers.com for Scott K. at United Capital Financial Advisors, LLC.
What is Scott K.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 719 for Scott K. at United Capital Financial Advisors, LLC.
Where is Scott K. based?
Scott K. is based in Greater Houston, United States, United States while working with United Capital Financial Advisors, LLC.
What companies has Scott K. worked for?
Scott K. has worked for United Capital Financial Advisors, Llc, Goldman Sachs Personal Financial Management, Flexible Plan Investments, Ltd., Valic Financial Advisors, Inc., and Advisors Asset Management, Inc..
How can I contact Scott K.?
You can use AeroLeads to view verified contact signals for Scott K. at United Capital Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Scott K. attend?
Scott K. holds Bachelor, Economics from Wichita State University.
What skills is Scott K. known for?
Scott K. is listed with skills including Investments, Financial Services, Series 7, Separately Managed Accounts, Asset Allocation, Structured Products, Series 66, and Series 63.
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