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).
-
Total Assets Under Management260MILLION
-
Total Number of Accounts2,249ACCOUNTS
-
Average Account Value$115,685
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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
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.
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.
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.
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.
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.
Ashley Daniel (CRD# 6265550) is an Investment Advisor Representative working at United Advisors America in Bradenton, FL and has over 6 years of experience in the finance industry.
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.
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.
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.
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.