United Capital Financial Advisors LLC, a national private wealth counseling firm, is opening a national training and marketing center in Dallas for its advisors nationwide, the firm announced Tuesday.
The facility includes a call center as well as training and support offices. The center will help advisors provide scalable and consistent advice and investments to clients, the firm said in announcing the opening.
The center will employee 70 people with an additional 30 being added in the near future. Seven financial advisors will work at the 20,000-square-foot center.
“Like every great retail brand, having a central location for quality management and training will help all of our clients benefit from size. As one of the largest firms in the industry, we now have the size and resources to make this major investment in our future for our advisors and clients,” says Joe Duran, United Capital CEO.
United Capital is based in Newport Beach, Calif., and Dallas and has offices in 14 states. United Capital has 397 employees with 77 financial advisors. New recruits and some others will go to the center for training.