Beau FollettCRD Number: 4031551
Current Firm: United Advisors America
Beau Follett (CRD# 4031551) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 22 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Alliance America Corporation||University Park, FL||Apr 2011 - Current||11|
|United Financial Resources Corporation||University Park, FL||Aug 2008 - Current||14|
|United Advisors America Corporation||Prosper, TX||Aug 2008 - Current||14|
|United Advisors America Corporation||Frisco, TX||Dec 2010 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
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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