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Richard Lynn Follett

United Advisors America

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About Richard Lynn Follett

Richard Follett is a financial advisor who has been in the industry since 1996. Richard is currently registered with United Advisors America in Prosper, TX. Richard holds Series 6 and 63 licenses. Richard is a Chartered Financial Consultant and has worked with individuals and families on their financial planning for over 20 years. Richard has experience working with a variety of clients, including high-net-worth individuals and families. Richard's primary focus is on providing financial planning and investment management services. Richard has experience working with a variety of clients, including high-net-worth individuals, families, and businesses.

Firm Information

Richard Follett is currently registered with United Advisors America. United Advisors America is an investment advisor registered with the SEC. Headquartered in Prosper, Texas, the firm has 26 licensed agents and manages approximately $260 million in assets. They offer financial planning and portfolio management services to individuals and high-net-worth individuals.
United Advisors America

290 S PRESTON ROAD

PROSPER, TX 75078

$260.18M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Follett’s Registration & Firm History

TX

03/27/2009 - Present

United Advisors America (Prosper TX)

OH

05/13/1997 - 10/30/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

SC

09/11/1996 - 05/20/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BC

Issued 09/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lynn Follett.
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