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 21 - 25 of 25 top financial advisors.
21
Vincent Vantassel, financial advisor Prosper TX
Vincent A. Vantassel
CRD#: 2557279
290 S Preston Road, Suite 220, Prosper, TX 75078

Vincent Vantassel (CRD# 2557279) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 27 years of experience in the finance industry.

22
Gregory Callender, financial advisor Hattiesburg MS
Gregory K. Callender
CRD#: 2659754
Hattiesburg, MS

Gregory Callender (CRD# 2659754) is an Investment Advisor Representative working at United Advisors America in Hattiesburg, MS and has over 27 years of experience in the finance industry.

23
Matthew Canton, financial advisor Prosper TX
Matthew C. Canton
CRD#: 7200579
290 S Preston Road, Suite 220, Prosper, TX 75078

Matthew Canton (CRD# 7200579) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 3 years of experience in the finance industry.

24
Timothy Krueger, financial advisor Eau Claire WI
Timothy D. Krueger
CRD#: 7267184
Eau Claire, WI

Timothy Krueger (CRD# 7267184) is an Investment Advisor Representative working at United Advisors America in Eau Claire, WI and has 1 year of experience in the finance industry.

25
Kevin Mahony, financial advisor Brookhaven GA
Kevin C. Mahony
CRD#: 2102123
1935 Cobblestone Circle Ne, Brookhaven, GA 30319

Kevin Mahony (CRD# 2102123) is an Investment Advisor Representative working at United Advisors America in Brookhaven, GA and has over 31 years of experience in the finance industry. Kevin Mahony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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