JC
Janet L. Christiansen
UNITED CAPITAL FINANCIAL ADVISORS
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 4925207
JC
Professional summary
Janet L Christiansen, who also goes by Janet Lynn Christiansen, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Tampa, Florida and INTEGRITY ALLIANCE, LLC. located in Tampa, Florida.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Janet has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janet Lynn Christiansen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) UNITED CAPITAL RISK MANAGEMENT (UCRM) POSITION: Employee NATURE: Fixed Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/12/2024 ADDRESS: 3031 N Rocky Point W, Tampa FL 33607, United States DESCRIPTION: I offer fixed life, health insurance and fixed annuity options for clients. I meet with clients, potentially run illustrations and provide fixed options for clients. 2) UNITED CAPITAL FINANCIAL ADVISORS LLC (UCFA) POSITION: Employee NATURE: Outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/19/2005 ADDRESS: 3031 N Rocky Point W, Tampa FL 33607, United States DESCRIPTION: I am a relationship manager with UCFA. I handle client meetings and requests.
CRS (Client Relationship Summary) - RIA
Click below to view Janet L Christiansen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 6, 2009 - Present
UNITED CAPITAL FINANCIAL ADVISORS
Office #1: 3031 N Rocky Point Dr. W, Suite 175, Tampa, FL 33607RIA
CRD#: 134600
TAMPA, FL
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 3031 N Rocky Pointe Dr W Suite 175, Tampa, FL 33607RIA
BD
CRD#: 139627
Tampa, FL
Past
September 12, 2024 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Tampa, FL
Past
September 1, 2020 - November 16, 2023
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
SAFETY HARBOR, FL
Past
October 25, 2017 - August 31, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SAFETY HARBOR, FL
Past
September 25, 2007 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
NEW PORT RICHEY, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
CRD#: 134600 / SEC#: 801-64376
RIA
Registered Investment Advisory firm - (6/9/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(10/6/2009)
IAR
Georgia(3/17/2021)
RR
Georgia(11/3/2025)
IAR
Louisiana(3/16/2021)
IAR
Ohio(3/16/2021)
RR
Pennsylvania(11/3/2025)
RR
Texas(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
CRD#: 134600 / SEC#: 801-64376
RIA
Registered Investment Advisory firm - (6/9/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062
Mailing Address
Phone number
(972) 822-2055
Established
Firm type
Fiscal year end
# of Employees
271
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,738 |
| AUM (Assets Under Management) | $ 17,211,052,120 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2024 | ||
| 10/30/2023 | ||
| 01/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNITED CAPITAL FINANCIAL ADVISORS
CRD#: 134600Tampa, FL 33607TRUST BUT VERIFY
Monitor Janet Christiansen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
