United Advisors America

United Advisors America (CRD# 147350) is a financial advisory firm headquartered in Prosper, TX. They manage $260,175,011 in 2,249 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at United Advisors America
Showing 1 - 10 of 25 top financial advisors.
1
Thomas A. Barten
CRD#: 5900636
Bloomington, MN

Thomas Barten (CRD# 5900636) is an Investment Advisor Representative working at United Advisors America in Bloomington, MN and has over 12 years of experience in the finance industry.

2
Daniel J. Baxter
CRD#: 6612829
Platteville, WI

Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 8 years of experience in the finance industry.

3
Alan L. Carlson
CRD#: 2754891
Saint Paul, MN

Alan Carlson (CRD# 2754891) is an Investment Advisor Representative working at United Advisors America in Saint Paul, MN and has over 27 years of experience in the finance industry.

4
Michael B. Cooper
CRD#: 1529488
290 S Preston Road, Suite 220, Prosper, TX 75078

Michael Cooper (CRD# 1529488) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 27 years of experience in the finance industry.

5
Lucien E. Craig
CRD#: 1785449
290 S Preston Road, Suite 220, Prosper, TX 75078

Lucien Craig (CRD# 1785449) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 36 years of experience in the finance industry.

6
Ashley S. Daniel
CRD#: 6265550
15116 3rd Dr. E, Bradenton, FL 34212

Ashley Daniel (CRD# 6265550) is an Investment Advisor Representative working at United Advisors America in Bradenton, FL and has over 7 years of experience in the finance industry.

7
Michael P. Dougherty
CRD#: 1287396
290 S Preston Road, Suite 220, Prosper, TX 75078

Michael Dougherty (CRD# 1287396) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 39 years of experience in the finance industry.

8
Charles B. Eastes
CRD#: 1371094
290 S Preston Road, Suite 220, Prosper, TX 75078

Charles Eastes (CRD# 1371094) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 15 years of experience in the finance industry.

9
Beau R. Follett
CRD#: 4031551
290 S Preston Road, Suite 220, Prosper, TX 75078

Beau Follett (CRD# 4031551) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 23 years of experience in the finance industry.

10
Richard L. Follett
CRD#: 2729084
290 S Preston Road, Suite 220, Prosper, TX 75078

Richard Follett (CRD# 2729084) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 27 years of experience in the finance industry.

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