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Richard Lynn Follett

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas
Series 6, Series 6317 years registeredUNITED ADVISORS AMERICA CORPORATION
290 S PRESTON ROAD, PROSPER, TX 75078CRD# 2729084Firm CRD# 147350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lynn Follett · PROSPER, TX
Registration
CRD #2729084 · UNITED ADVISORS AMERICA CORPORATION · 17 years registered
Brand Profile
Not yet started
01

Career History

UNITED ADVISORS AMERICA
Sep 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · September 15, 2008
Years registered · 17
03

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
UNITED ADVISORS AMERICA CORPORATION
CRD 147350 · SEC 801-114134
AUM
$260M
Regulatory assets under management
Employees
27
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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05

Frequently Asked Questions

What services does Richard Lynn Follett offer?
Richard Lynn Follett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROSPER, Texas for a consultation.
What are Richard Lynn Follett's credentials?
Richard Lynn Follett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lynn Follett located?
Richard Lynn Follett is based in PROSPER, Texas, working with UNITED ADVISORS AMERICA CORPORATION. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How does Richard Lynn Follett charge for services?
Richard Lynn 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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Other Advisors at UNITED ADVISORS AMERICA CORPORATION

Beau R Follett
PROSPER, TX
Aubrey Marie Paganelli
PROSPER, TX
Price Barton Peddicord
PROSPER, TX

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