Unclaimed Profile

Beau R Follett

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas

Series 6, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredUNITED ADVISORS AMERICA CORPORATION

290 S PRESTON ROAD, PROSPER, TX 75078CRD# 4031551Firm CRD# 147350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Beau R Follett · PROSPER, TX

Registration

CRD #4031551 · UNITED ADVISORS AMERICA CORPORATION · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNITED ADVISORS AMERICA CORPORATION

UNITED ADVISORS AMERICA

Sep 2008 – Sep 2025

University Park, FL

FSC SECURITIES CORPORATION

Nov 2005 – Jun 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 16, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNITED ADVISORS AMERICA CORPORATION

CRD 147350 · SEC 801-114134

AUM

$260M

Regulatory assets under management

Employees

2,249 client accounts

Services offered by UNITED ADVISORS AMERICA CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNITED ADVISORS AMERICA CORPORATION →

Introduction

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Frequently Asked Questions

What services does Beau R Follett offer?

Beau R Follett specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Beau R Follett's credentials?

Beau R Follett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beau R Follett located?

Beau R Follett is based in PROSPER, Texas, last registered with UNITED ADVISORS AMERICA CORPORATION.

How does Beau R Follett charge for services?

Beau R Follett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED ADVISORS AMERICA CORPORATION?

UNITED ADVISORS AMERICA CORPORATION has approximately 27 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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