United Advisors America Corporation

United Advisors America Corporation (CRD# 147350) is a financial advisory firm headquartered in Frisco, TX. They manage $34,935,892 in 395 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $88,445
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 24 top financial advisors.
1
William T. Meddings
CRD#: 1174688
4645 Wyndham Lane, Suite 170a, 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
4645 Wyndham Lane, Suite 170a, 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
New Vienna, OH
93
Wealthminder
score

Charles Eastes (CRD# 1371094) is an Investment Advisor Representative working at United Advisors America Corporation in New Vienna, OH 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 17 years of experience in the finance industry.

6
Joseph C. Newtz
CRD#: 1955516
1 H Street, Beaver, PA 15009
93
Wealthminder
score

Joseph Newtz (CRD# 1955516) is an Investment Advisor Representative working at United Advisors America Corporation in Beaver, PA and has over 28 years of experience in the finance industry.

7
Aubrey M. Paganelli
CRD#: 6158953
2770 Main Street, Suite 219, Frisco, TX 75033
93
Wealthminder
score

Aubrey Paganelli (CRD# 6158953) is an Investment Advisor Representative working at United Advisors America Corporation in Frisco, TX and has over 5 years of experience in the finance industry.

8
James J. Proctor
CRD#: 5641831
4645 Wyndham Lane, Suite 170a, Frisco, TX 75033
93
Wealthminder
score

James Proctor (CRD# 5641831) 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.

9
Jo B. Shields
CRD#: 4648246
Matthews, NC
93
Wealthminder
score

Jo Shields (CRD# 4648246) is an Investment Advisor Representative working at United Advisors America Corporation in Matthews, NC and has over 9 years of experience in the finance industry.

10
Vincent A. Vantassel
CRD#: 2557279
Three Rivers, MI
93
Wealthminder
score

Vincent Vantassel (CRD# 2557279) is an Investment Advisor Representative working at United Advisors America Corporation in Three Rivers, MI and has over 23 years of experience in the finance industry.

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