United Advisors America Corporation

United Advisors America Corporation (CRD# 147350) is a financial advisory firm headquartered in Frisco, TX. They manage $5,690,410 in 81 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $70,252
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AR, GA, IA, IL, KS, KY, MI, MO, NC, OH, OK, PA, TN, TX, VA, WI

Financial Advisors at United Advisors America Corporation
Showing 1 - 10 of 16 top financial advisors.
1
William T. Meddings
CRD#: 1174688
2770 Main Street, Suite 219, Frisco, TX 75033
96
Wealthminder
score

William Meddings (CRD# 1174688) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 30 years of experience in the finance industry.

2
Pete W. Connor
CRD#: 5685416
Spicewood, TX
93
Wealthminder
score

Pete Connor (CRD# 5685416) is an Investment Advisor Representative working at United Advisors America Corporation in Spicewood, TX and has over 7 years of experience in the finance industry.

3
Michael B. Cooper
CRD#: 1529488
2770 Main Street, Suite 219, Frisco, TX 75033
93
Wealthminder
score

Michael Cooper (CRD# 1529488) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 20 years of experience in the finance industry.

4
Charles B. Eastes
CRD#: 1371094
2770 Main Street, Suite 219, Frisco, TX 75033
93
Wealthminder
score

Charles Eastes (CRD# 1371094) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 8 years of experience in the finance industry.

5
Beau R. Follett
CRD#: 4031551
Bradenton, FL
93
Wealthminder
score

Beau Follett (CRD# 4031551) is an Investment Advisor Representative working at United Advisors America Corporation in Bradenton, FL and has over 15 years of experience in the finance industry.

6
Vincent A. Vantassel
CRD#: 2557279
2770 Main Street, Suite 219, Frisco, TX 75033
93
Wealthminder
score

Vincent Vantassel (CRD# 2557279) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 21 years of experience in the finance industry.

7
Aubrey M. Paganelli
CRD#: 6158953
2770 Main Street, Suite 219, Frisco, TX 75033
90
Wealthminder
score

Aubrey Paganelli (CRD# 6158953) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 3 years of experience in the finance industry.

8
Glen A. Fuller
CRD#: 6170807
Bradenton, FL
89
Wealthminder
score

Glen Fuller (CRD# 6170807) is an Investment Advisor Representative working at United Advisors America Corporation in Bradenton, FL and has over 3 years of experience in the finance industry.

9
Alexander J. Szymanowski
CRD#: 6087559
Erie, PA
88
Wealthminder
score

Alexander Szymanowski (CRD# 6087559) is an Investment Advisor Representative working at United Advisors America Corporation in Erie, PA and has 1 year of experience in the finance industry.

10
Richard L. Follett
CRD#: 2729084
2770 Main Street, Suite 219, Frisco, TX 75033
86
Wealthminder
score

Richard Follett (CRD# 2729084) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 20 years of experience in the finance industry.

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