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 11 - 20 of 25 top financial advisors.
11
Richard Follett, financial advisor Prosper TX
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 26 years of experience in the finance industry.

12
Glen Fuller, financial advisor Prosper TX
Glen A. Fuller
CRD#: 6170807
290 S Preston Road, Suite 220, Prosper, TX 75078

Glen Fuller (CRD# 6170807) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 9 years of experience in the finance industry.

13
William Huff, financial advisor Athens TN
William T. Huff
CRD#: 6359396
Athens, TN

William Huff (CRD# 6359396) is an Investment Advisor Representative working at United Advisors America in Athens, TN and has over 5 years of experience in the finance industry.

14
Jaclyn Johnson, financial advisor Prosper TX
Jaclyn K. Johnson
CRD#: 4725309
290 S Preston Road, Suite 220, Prosper, TX 75078

Jaclyn Johnson (CRD# 4725309) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 17 years of experience in the finance industry.

15
Brian Lamone, financial advisor Kansas City MO
Brian C. Lamone
CRD#: 4786488
8051 N Denver Ave., #1203, Kansas City, MO 64119

Brian Lamone (CRD# 4786488) is an Investment Advisor Representative working at United Advisors America in Kansas City, MO and has over 18 years of experience in the finance industry.

16
Teresa Lundine, financial advisor Franklin TN
Teresa R. Lundine
CRD#: 2554961
Franklin, TN

Teresa Lundine (CRD# 2554961) is an Investment Advisor Representative working at United Advisors America in Franklin, TN and has over 28 years of experience in the finance industry.

17
John Noss, financial advisor Brighton MI
John A. Noss
CRD#: 1694417
Brighton, MI

John Noss (CRD# 1694417) is an Investment Advisor Representative working at United Advisors America in Brighton, MI and has over 7 years of experience in the finance industry.

18
Aubrey Paganelli, financial advisor Prosper TX
Aubrey M. Paganelli
CRD#: 6158953
290 S Preston Road, Suite 220, Prosper, TX 75078

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.

19
Leslie Pincombe, financial advisor Prosper TX
Leslie L. Pincombe
CRD#: 1399800
290 S Preston Road, Suite 220, Prosper, TX 75078

Leslie Pincombe (CRD# 1399800) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 25 years of experience in the finance industry.

20
Gregory Pitts, financial advisor Prosper TX
Gregory J. Pitts
CRD#: 4165410
290 S Preston Road, Suite 220, Prosper, TX 75078

Gregory Pitts (CRD# 4165410) 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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