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Financial ADVSR advisor directory · SEC adviser records

United Advisors America financial advisors in Texas

Every SEC-registered investment adviser representative at a United Advisors America office in Texas, by city and A to Z.

The short answer

13 registered advisors work at United Advisors America in Texas, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Prosper (12). 0 list the CFP designation and 0 are also registered broker representatives.

United Advisors America advisors by city in Texas

Every firm in Texas →

Prosper 12Sugar Land 1

United Advisors America advisors in Texas, A to Z

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United Advisors America advisors in every state →United Advisors America: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many United Advisors America financial advisors are in Texas?

13 investment adviser representatives are registered at United Advisors America offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does United Advisors America have the most advisors?

Prosper, with 12, then Sugar Land (1). United Advisors America has advisors in 2 cities in Texas.

How do I check a United Advisors America advisor in Texas?

Each advisor below 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. Advisors are listed at the city of the United Advisors America office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.