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).
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Total Assets Under Management260MILLION
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Total Number of Accounts2,249ACCOUNTS
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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, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, 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 7 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.