Nadine Joseph Barnes

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:

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

Current Employers

Employment History

• 12/2019 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 10/2019 → 12/2019
  Digital Bridge
  Boca Raton, FL
• 09/2019 → 10/2019
  Citrix
  Fort Lauderdale, FL
• 04/2018 → 08/2019
  Prosegur (F/K/A Best Security Industries)
  Delray Beach, FL
• 10/2017 → 04/2018
  Bankers Life
  West Palm Beach, FL
• 06/2017 → 10/2017
  Unemployed - Moved To Florida
  New York, NY
• 12/2015 → 06/2017
  Marakon (A Charles River Associates Company)
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-14

Other Names

• Nadine Joseph
• Nadine Barnes
• Nadine Joseph-Barnes