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 1 - 10 of 43 top financial advisors.
1
Mark Ashworth, financial advisor Oklahoma City OK
Mark S. Ashworth
CRD#: 2547355
Oklahoma City, OK

Mark Ashworth (CRD# 2547355) is an Investment Advisor Representative working at United Advisors America in Oklahoma City, OK and has over 29 years of experience in the finance industry.

2
Thomas Barten, financial advisor Bloomington MN
Thomas A. Barten
CRD#: 5900636
Bloomington, MN

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.

3
Daniel Baxter, financial advisor Platteville WI
Daniel J. Baxter
CRD#: 6612829
Platteville, WI

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.

4
David Bushberg, financial advisor Spring Brook Township PA
David A. Bushberg
CRD#: 7073035
Spring Brook Township, PA

David Bushberg (CRD# 7073035) is an Investment Advisor Representative working at United Advisors America in Spring Brook Township, PA and has over 5 years of experience in the finance industry.

5
Alan Carlson, financial advisor St. Paul MN
Alan L. Carlson
CRD#: 2754891
St. Paul, MN

Alan Carlson (CRD# 2754891) is an Investment Advisor Representative working at United Advisors America in St. Paul, MN and has over 27 years of experience in the finance industry.

6
Pete Connor, financial advisor Spicewood TX
Pete W. Connor
CRD#: 5685416
Spicewood, TX

Pete Connor (CRD# 5685416) is an Investment Advisor Representative working at United Advisors America in Spicewood, TX and has over 14 years of experience in the finance industry.

7
Michael Cooper, financial advisor Prosper TX
Michael B. Cooper
CRD#: 1529488
290 S Preston Road, Suite 220, Prosper, TX 75078

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.

8
Gloria Cosentino, financial advisor Prosper TX
Gloria J. Cosentino
CRD#: 4476138
290 S Preston Road, Suite 220, Prosper, TX 75078
Gloria Cosentino (CRD# 4476138) is an Investment Advisor Representative working at Bentley Financial Group in Downers Grove, IL and has over 13 years of experience in the finance industry.
9
Lucien Craig, financial advisor Prosper TX
Lucien E. Craig
CRD#: 1785449
290 S Preston Road, Suite 220, Prosper, TX 75078

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.

10
Ashley Daniel, financial advisor Bradenton FL
Ashley S. Daniel
CRD#: 6265550
15116 3rd Dr. E, Bradenton, FL 34212

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.

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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.

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