Profile
Mr. David L.
Hallman, CFA MBA, is Senior Vice President of Wealth Services at United Capital Financial Advisers LLC.
He serves as Chairman of the Investment Committee and Portfolio Manager.
Mr. Hallman worked at United Capital Financial Partners, Inc.
He received his BBA and MBA degrees both from the University of Texas.
Former positions of David Lamar Hallman
| Companies | Position | End |
|---|---|---|
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Chief Tech/Sci/R&D Officer | 2012-11-30 |
Training of David Lamar Hallman
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
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- David Lamar Hallman
