Member · United Advisors America
Beau R Follett
CRD 4031551 · Named on Form ADV at one SEC-registered adviser
At a glance
United Advisors America, an SEC-registered wealth manager based in Prosper, TX with $447 million in regulatory assets, lists Beau R Follett on its Form ADV as Member, a control person.
Firms and roles
- United Advisors AmericaMemberWealth manager · Prosper, TX · $447M in regulatory assets
AtlasMembers
Beau’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard L. FollettVice President and Secretary, United Advisors America
- Aubrey M. PaganelliChief Operating Officer, United Advisors America
- Vincent S. AmmiratoChief Compliance Officer, United Advisors America
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beau’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.