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 31 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 8 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 21 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 9 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 16 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 22 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 4 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 over 2 years 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 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.