Aubrey PaganelliCRD 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 10 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|United Advisors America||Prosper, TX||Jan 2021 - Current||2|
|Alliance America Corporation||University Park, FL||Sep 2011 - Current||11|
|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|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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