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 24 states (or territories).

Current Firm Details
290 S Preston Road, Suite 220, Prosper, TX 75078
https://twitter.com/advisorsamerica
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, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI

Financial Advisors at United Advisors America
Showing 21 - 23 of 23 top financial advisors.
21
Derek Johnson, financial advisor Lansing MI
Derek D. Johnson
CRD#: 7780248
Lansing, MI

Derek Johnson (CRD# 7780248) is an Investment Advisor Representative working at United Advisors America in Lansing, MI and has 1 year of experience in the finance industry.

22
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 over 3 years of experience in the finance industry.

23
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 33 years of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals