Unclaimed Profile

Price Barton Peddicord

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas

Series 65Clean record5 years registeredUNITED ADVISORS AMERICA CORPORATION

290 S PRESTON ROAD, PROSPER, TX 75078CRD# 7327743Firm CRD# 147350

Profile Verification

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

Identity

Price Barton Peddicord · PROSPER, TX

Registration

CRD #7327743 · UNITED ADVISORS AMERICA CORPORATION · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNITED ADVISORS AMERICA CORPORATION

UNITED ADVISORS AMERICA

May 2021 – May 2022

PROSPER, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 11, 2021

Years registered · 5

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 Price Barton Peddicord offer?

Price Barton Peddicord specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Price Barton Peddicord's credentials?

Price Barton Peddicord is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Price Barton Peddicord located?

Price Barton Peddicord is based in PROSPER, Texas, last registered with UNITED ADVISORS AMERICA CORPORATION.

How does Price Barton Peddicord charge for services?

Price Barton Peddicord'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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