United Advisors America

United Advisors America (CRD# 147350) is a financial advisory firm headquartered in Prosper, TX. They manage $182,706,289 in 1,554 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
290 S Preston Road, Suite 220, Prosper, TX 75078
https://www.facebook.com/unitedadvisorsamerica
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $117,572
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI

Financial Advisors at United Advisors America
Showing 1 - 10 of 25 top financial advisors.
1
Thomas Barten, financial advisor Bloomington MN
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 11 years of experience in the finance industry.

2
Daniel Baxter, financial advisor Platteville WI
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 6 years of experience in the finance industry.

3
David Bushberg, financial advisor Spring Brook Township PA
David A. Bushberg
CRD#: 7073035
Spring Brook Township, PA

David Bushberg (CRD# 7073035) is an Investment Advisor Representative working at United Advisors America in Spring Brook Township, PA and has over 4 years of experience in the finance industry.

4
Alan Carlson, financial advisor Saint Paul MN
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 26 years of experience in the finance industry.

5
Michael Cooper, financial advisor Prosper TX
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 26 years of experience in the finance industry.

6
Lucien Craig, financial advisor Prosper TX
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 35 years of experience in the finance industry.

7
Ashley Daniel, financial advisor Bradenton FL
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 5 years of experience in the finance industry.

8
Michael Dougherty, financial advisor Prosper TX
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 38 years of experience in the finance industry.

9
Charles Eastes, financial advisor Prosper TX
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 14 years of experience in the finance industry.

10
Beau Follett, financial advisor Prosper TX
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 22 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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