Aubrey Paganelli, financial advisor Prosper TX

Aubrey Paganelli

CRD Number: 6158953
Current Firm: United Advisors America

Aubrey Paganelli (CRD# 6158953) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
United Advisors America Prosper, TX Jan 2021 - Current 3
Alliance America Corporation University Park, FL Sep 2011 - Current 12
United Advisors America Corporation Prosper, TX Sep 2019 - Dec 2020 1
United Advisors America Corporation Prosper, TX Jan 2013 - Dec 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Aubrey M. Paganelli
Phone Number: 877-443-0610
Registered State(s):
  • CA
  • FL
  • KY
  • LA
  • MN
  • OH
  • PA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $115,685
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WA, WI

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