Uniting Wealth Partners Email Formats
Financial Services • • 1-10 Employees
Uniting Wealth Partners Email Formats
Uniting Wealth Partners uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@unitingwealth.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@unitingwealth.com | 78.6% |
{first name}{last name} | johndoe@unitingwealth.com | 14.3% |
{first name} | john@unitingwealth.com | 7.1% |
Key Contacts at Uniting Wealth Partners
Lisa Graham
Outsourced Director Of Marketing And Pr
Randy Roebuck
Managing Director; Senior Wealth Adviser
Jill Rakowski
Director Of Operations
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
About Uniting Wealth Partners
Founded by industry veterans and owned and run by advisors, Uniting Wealth Partners is a differentiated, exclusive RIA model. We provide top advisors with comprehensive support and resources to facilitate their growth. Empowering them with ownership and control, we help them maximize their firm’s value and provide a succession plan on their terms. Uniting Wealth Partners, LLC ("Uniting Wealth Partners") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. For additional information, please visit the important disclosures on our website https://unitingwealthpartners.com/.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Uniting Wealth Partners has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Uniting Wealth Partners has never raised funding before.
United Kingdom
Spain
Netherlands
Frequently asked questions
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