Gregory Pitts, financial advisor Prosper TX

Gregory Pitts

CRD Number: 4165410
Current Firm: United Advisors America

Gregory Pitts (CRD# 4165410) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
United Advisors America Corporation Prosper, TX Aug 2014 - Current 9
Alliance America Corporation University Park, FL Apr 2014 - Current 10
Gregory Pitts Agency Broken Arrow, OK Dec 1989 - Current 34
Cla Usa Advisory Group, LLC Frisco, TX May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Gregory J. Pitts
Phone Number: 877-443-0610
Registered State(s):
  • AR
  • KS
  • MO
  • OK
  • TX
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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