AdFi
JL

Janet L Christiansen

Investment Adviser Representative at United Capital Financial Advisors

Tampa, FLCRD #4925207Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Janet L. Christiansen is an investment adviser representative with United Capital Financial Advisors in Tampa, FL, where they have been registered since 2009. They have worked in the securities industry since 2007 and have been registered with 5 firms, including LION Street Financial, LLC and Goldman Sachs & Co. LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Georgia, Louisiana, and Ohio.

Office

3031 N Rocky Point Dr. W,, Suite 175
Tampa, FL 33607

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Georgia, Louisiana, Ohio
Broker:
4 states and territories

Florida, Georgia, New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/24/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

United Capital Financial AdvisorsCurrent
10/6/2009 – Tampa, FL
LION Street Financial, LLC
9/12/2024 – 11/3/2025Tampa, FL
Goldman Sachs & Co. LLC
9/1/2020 – 11/16/2023Safety Harbor, FL
Cetera Advisor Networks LLC
10/25/2017 – 8/31/2020Safety Harbor, FL
Girard Securities, Inc.
9/25/2007 – 11/1/2017New Port Richey, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About United Capital Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
168
Offices listed on AdvisorFinder:
26
Main office:
Irving, TX
SEC file number:
801-64376

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 15, 2026

View full firm profile

Other advisors at United Capital Financial Advisors

Showing 12 of 168 in the directory

View United Capital Financial Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Janet L Christiansen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Janet L Christiansen (United Capital Financial Advisors)