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UNITED ADVISORS AMERICA CORPORATION
UNITED ADVISORS AMERICA CORPORATION
UNITED ADVISORS AMERICA
PROSPER, Texas
·
7 registered advisors
·
CRD# 147350
SEC# 801-114134
0
877-443-0610
01
Firm Overview
AUM
$260M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at UNITED ADVISORS AMERICA CORPORATION
7 registered advisors
Aubrey Marie Paganelli
PROSPER, Texas
CRD# 6158953
Beau R Follett
PROSPER, Texas
CRD# 4031551
James Kevin Boyles
PROSPER, Texas
CRD# 2402940
Price Barton Peddicord
PROSPER, Texas
CRD# 7327743
Richard L Follett
PROSPER, Texas
CRD# 4031384
Richard Lynn Follett
PROSPER, Texas
CRD# 2729084
Vincent Salvatore Ammirato
PROSPER, Texas
CRD# 5327912
05
Office Locations
PROSPER, Texas
7 advisors
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Data sourced from SEC Form ADV filings. UNITED ADVISORS AMERICA CORPORATION (CRD# 147350) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.