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
By the Numbers
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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
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
Registered Investment Advisor
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
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