Virginia Brewer
UNITED CAPITAL FINANCIAL ADVISORS
MEMPHIS, TN 38120
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CRD#: 5658047
Professional summary
Virginia Brewer, CFP®, who also goes by Gina Brewer, VIrginia M Brewer, Gina Myers, Virginia H Myers, Virginia M Robinson, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Memphis, Tennessee.
Virginia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Virginia has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gina Brewer | Virginia M Brewer | Gina Myers | Virginia H Myers | Virginia M Robinson
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. Member on the Board of Directors and Investment Committee at Women's Foundation for a Greater Memphis, a non-profit. Organization is located in Memphis, TN. Organization is not primarily engaged in investment-related activity. Start date was January 7, 2014. Five hours per month. Duties include having oversight for the entity's investments. 2. Advisory Board Member at Black Lens Production, a film production and content creation company. Organization's primary address is in Memphis, TN. Organization is not primarily engaged in investment-related activity. Start date was March 1, 2019. Two hours per month. Duties include serving on the Advisory Board of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Virginia Brewer'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®
CFP®
Start date: 2009
Experience
Current
September 9, 2010 - Present
UNITED CAPITAL FINANCIAL ADVISORS
Office #1: 5350 Poplar Ave Suite 310, Memphis, TN 38120RIA
CRD#: 134600
MEMPHIS, TN
Past
April 8, 2009 - December 31, 2010
SOVEREIGN WEALTH MANAGEMENT INC
RIA
CRD#: 109024
MEMPHIS, TN
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.Highlighted states indicate IAR registrations
IAR
Arkansas(2/4/2020)
IAR
Louisiana(2/4/2020)
IAR
Rhode Island(2/4/2020)
IAR
Tennessee(9/9/2010)
IAR
Texas(1/2/2014)
Exams
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNITED CAPITAL FINANCIAL ADVISORS
CRD#: 134600Memphis, TN 38120TRUST BUT VERIFY
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