Mark Stancil

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2019-04-01

GA RA
APPROVED

Since 2019-04-01

Branch Locations

Marietta, GA • United States

3399 Peachtree Road Ne Ste 710, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
French Wolf & Farr, Inc.	Atlanta	GA	01/2012	03/2019
United Capital Financial Advisors, Llc	Irving	TX	03/2019	Present

01/2012 → 03/2019

French Wolf & Farr, Inc.

Atlanta, GA
03/2019 → Present

United Capital Financial Advisors, Llc

Irving, TX

Previous Registrations

2012-01-25 → 2019-03-30

Peachtree Investment Advisors, Inc.

Atlanta, GA
2008-06-04 → 2012-02-01

Piedmont Asset Management, Llc

Marietta, GA
2003-02-28 → 2008-06-03

Neuberger Berman Bd Llc

Atlanta, GA

Atlanta, GA

New York, NY

Other Businesses

ALS ASSOCIATION; NON-INVESTMENT RELATED; NON PROFIT ORGANIZATION TO CURE ALS THROUGH GLOBAL RESEARCH AND NATIONWIDE ADVOCACY; BOARD OF DIRECTORS - TREASURER AND CHAIR OF THE FINANCE COMMITTEE; START DATE - FEBRUARY 2017; 3 HOURS A MONTH;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-02-16

S63 Uniform Securities Agent State Law Examination

2001-02-16

Designations

Chartered Financial Analyst

Other Names

Mark Alan Stancil

View on SEC IAPD