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Christian Harris Tant

United Capital Financial Advisors

Evansville, IN

CRD 6635608

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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

AuthorityCategoryStatusDate
IN RA APPROVED 2022-05-04
  • IN RA
    APPROVED
    Since 2022-05-04

Branch Locations

601 Cross Pointe Blvd, Evansville, IN 47715 • 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
OrganizationCityStateFromTo
Payne Wealth Partners Evansville IN 10/2014 07/2017
United Capital Financial Advisors, Llc Irving TX 09/2017 Present
  • 10/2014 → 07/2017
    Payne Wealth Partners
    Evansville, IN
  • 09/2017 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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