AS

Angela Denice Sanders

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

United Capital historically offered wrap fee pricing, which covers an annual advisory fee, operational costs, and execution charges. The maximum annualized rate for the wrap fee is 2.25%. Clients also pay other fees, including embedded product fees, custodian fees, and SEC fees. The wrap fee may vary depending on several factors and is generally determined at the time of initial investment. Wrap fee accounts are no longer available to new clients.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

1450 Lake Robbins Dr, Ste 400, The Woodlands, TX, 77380

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1996
Final Disposition
Criminal
November 1995
Final Disposition
Criminal
April 1993
Final Disposition
Other Business Activities

Angela is a co-owner and bookkeeper for Sanders Electrical Services, spending minimal time on this. She also owns a single-family home rental property, dedicating minimal time to it as well.

Employment History
Current Registrations
United Capital Financial Advisors
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - June 2024 · 9 mos
Osaic Wealth, INC. Broker
September 2023 - June 2024 · 9 mos
Sagepoint Financial, INC.Broker
May 2020 - September 2023 · 3 yrs 4 mos
Sagepoint Financial, INC.
May 2020 - September 2023 · 3 yrs 4 mos
United Capital Financial Advisers
July 2018 - July 2019 · 1 yr
Cetera Advisor Networks LLCBroker
November 2017 - August 2019 · 1 yr 9 mos
Girard Securities, INC.Broker
December 2014 - November 2017 · 2 yrs 11 mos
Ameriprise Financial Services, INC.
December 2013 - December 2014 · 1 yr
Ameriprise Financial Services, INC. Broker
November 2002 - December 2014 · 12 yrs 1 mo
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Angela Denice Sanders - Financial Advisor | AdvisorDiscover