Candice Graham

Employer firm

United Capital Management Of Kansas, Inc. CRD 157755

$885M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 11/2020
  V Wealth Advisors Llc
  Wichita, KS
• 11/2020 → Present
  United Capital Management Of Kansas, Inc.
  Salina, KS

Previous Registrations

• 2017-01-04 → 2021-03-01
  V Wealth Advisors Llc
  Wichita, KS
  Wichita, KS
  Overland Park, KS

Other Businesses

1)BUSINESS NAME: UNITED CAPITAL INSURANCE, LLC BUSINESS ADDRESS: 104 E IRON ST SALINA, KS 67401 NATURE OF BUSINESS: INSURANCE INVESTMENT RELATED? INVESTMENT RELATED BUSINESS POSITION, TITLE OR ASSOCIATION: INSURANCE AGENT BUSINESS DUTIES: LIFE, HEALTH, ANNUITY AND LTC INSURANCE SALES BUSINESS START DATE: 11/2020 APPROXIMATE HOURS DEVOTED TO BUSINESS: 5 HOURS/MONTH APPROXIMATE HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 5 HOURS/MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-03

Other Names

• Candice Schultz