Financial ADVSR advisor directory · SEC adviser records
United Advisors America financial advisors
Every SEC-registered investment adviser representative at United Advisors America, by the state and city of the office they work from.
The short answer
20 registered advisors work at United Advisors America, in 7 states and 9 cities; the most are in Prosper, TX (12). 1 list the CFP designation and 0 are also registered broker representatives.
Search every United Advisors America advisor by name →Who joined and left United Advisors America →United Advisors America: assets, clients and custodians →
Cities with the most United Advisors America advisors
Prosper, TX 12Athens, TN 1Bloomington, MN 1Chelmsford, MA 1Kansas City, MO 1Kronenwetter, WI 1Lansing, MI 1St. Paul, MN 1Sugar Land, TX 1
United Advisors America advisors by state
Questions
How many financial advisors does United Advisors America have?
20 investment adviser representatives are registered with United Advisors America, according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 9 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does United Advisors America have the most advisors?
Prosper, TX, with 12 registered advisors, then Athens, TN (1). By state, Texas has the most, with 13.
How do I find a United Advisors America financial advisor near me?
Pick your state below, then your city, to see every United Advisors America advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at United Advisors America offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →