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William Troy Huff

United Advisors America

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About William Troy Huff

William Troy Huff is an Investment Advisor Representative at United Advisors America. William is registered with the state of Tennessee. William has been working in the financial services industry since March 2015. William has a Series 65 license and has been working with clients since June 2017. William specializes in financial planning and portfolio management for both individuals and businesses. In addition to being an investment advisor, William is also an insurance agent for Alliance America Corporation.

Firm Information

William Huff 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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William Huff’s Registration & Firm History

TN

05/22/2024 - Present

United Advisors America (Athens TN)

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Licenses & Designations

IA

Issued 05/17/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Troy Huff.
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