Advisor at United Advisors America
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Firm
United Advisors America
Location
Prosper, TX 75078
Credentials
ChFC®, Series 63
Industry experience
17 years
Richard Follett is a financial advisor at United Advisors America with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Outside of his advisory role, he serves as a Senior Vice President at UF Resources Corporation and works as an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and primarily invests in 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
United Advisors America Corporation
2015 - Present (11 years)
United Advisors America Corporation
2014 - 2019 (5 years)
UNITED ADVISORS America CORPoration
2008 - Present (18 years)
UF Resources Corporation
2008 - Present (18 years)
Alliance America Corporation
2002 - Present (24 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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