Advisor at United Advisors America
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Firm
United Advisors America
Location
Prosper, TX 75078
Credentials
Series 65
Industry experience
< 1 year
Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.
Based on United Advisors America
Based on United Advisors America
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually
Insurance product sales result in commissions to representatives from insurance carriers.
Account minimum: $50,000
290 S Preston Road, Suite 220
Prosper, TX 75078
Alabama · Arkansas · Kansas · Kentucky · Louisiana · Michigan · Minnesota · Missouri · New Jersey · Oklahoma · Pennsylvania · Texas · Wisconsin
United Advisors America
2025 - Present (1 year)
VisaNotary
2025 - Present (1 year)
Alliance America
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Oklahoma City Thunder
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Leslie's Pool & Spa Supplies
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Leslie's Pool & Spa Supplies
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
Leslie's Pool & Spa Supplies
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Leslie's Pool & Spa Supplies
2021 - 2021 (1 year)
Unemployed
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Frisco, TX
Avenue Retirement Services
Series 65
Frisco, TX
Deerwood Capital, LLC
Series 63, Series 66
Lucas, TX
Abbington Wells LLC.
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