William Walker
Financial advisor at United Capital Financial Advisors, LLC · Langhorne, PA
Last updated 2026-10-10
Claim your profileWilliam Walker is a financial advisor at United Capital Financial Advisors, LLC in Langhorne, PA, CRD 5882480. Licenses and exams on the registration: Series 66. IAPD registration began 2011-06-03.
Registration
- CRD number
- 5882480
- Registration status
- Active
- IAPD registration
- 2011-06-03
- Industry Experience
- 15 years
- Work Experience
- 15 years
- States registered
- PA
Licenses and exams
- Series 66
Designations
- CFP®
- Chartered Financial Consultant
Work history
- 2011-01 to 2017-03 · Metlife Securities Inc · Plymouth Meeting, PA
- 2017-03 to 2018-06 · MML Investors Services, LLC · Newtown Square, PA
- 2018-06 to Present · United Capital Financial Advisers, LLC · Newport Beach, CA
- 2018-07 to Present · Cetera Advisor Networks LLC · El Segundo, CA
- 2024-02 to Present · Lion Street Financial · Langhorne, PA
- 2025-11 to Present · Integrity Alliance, Llc. · Langhorne, PA
Current employment
- United Capital Financial Advisors · Irving, TX
United Capital Financial Advisors, LLC
- Regulatory AUM
- $24,646,765,344
- Registered advisors
- 166
- Offices
- 119
- Clients per advisor
- 153.7 (High)
- Average AUM per client
- $966.2K (Low)
- High-net-worth client ratio
- 7.6% (Low)
United Capital Financial Advisors, LLC: advisors, services and reported ETF investments
About
William Walker is a CFP®, Chartered Financial Consultant financial advisor at United Capital Financial Advisors, operating as United Capital Financial Advisors, LLC in Langhorne, PA. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history.
United Capital Financial Advisors, LLC's firm-level Form ADV reports 166 advisors across 119 offices; approximately 153.7 clients per advisor, average assets per client of $966,161, and regulatory AUM of $24.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $11B across 480 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William Walker personally.
Reported ETF positions
United Capital Financial reports 480 ETF positions worth $11B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.2B |
| VOO — Vanguard S&P 500 ETF | $1.1B |
| SPY — SPDR S&P 500 ETF TRUST | $553.1M |
| IEFA — iShares Core MSCI EAFE ETF | $485.9M |
| VTV — Vanguard Morningstar Value ETF | $308.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
United Capital Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $124.5M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $124.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $44.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $12.3M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by United Capital Financial Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
Location
1707 Langhorne-Newtown Road, Langhorne, PA 19047
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 972-822-2055
- Website: unitedcapitalwealth.com
Official record
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