Richard Follett is Vice President and Secretary and President of United Advisors America, is a control person of the firm and directly owns under 5% of it.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
Rich Follett is President & Chief Executive Officer of United Advisors America. He leads the firm's strategy and growth and serves on its Investment Committee. He has been with UAA since its inception in 2008 and became President and Chief Executive Officer in 2015.
- United Advisors AmericaCurrent– present · 18 yearsProsper, TX · Adviser representative · Firm CRD 147350
Professional designations
Listed by United Advisors America
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Richard Follett is registered as an investment adviser representative in Texas, since March 2009.
- TexasSince 27 March 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Richard Lynn Follett
- CRD
- 2729084
- Firm
- United Advisors America · CRD 147350
- Role
- Vice President and Secretary; President
- Office
- 290 S Preston Road, SUITE 220, Prosper, TX 75078
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unitedadvisors.com
Where does Richard Follett work?
Richard Follett is Vice President and Secretary; President of United Advisors America Corporation, and is a control person of the firm.
Is Richard Follett a financial advisor?
Yes. Richard Follett has a current investment-adviser registration in Texas, through United Advisors America since September 2008.
How many years of experience does Richard Follett have?
Richard Follett has 18 years in the financial industry, since September 2008, across 1 adviser firm.
What exams has Richard Follett passed?
Richard Follett has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in April 1996.
Where is Richard Follett based?
Richard Follett’s registered office is in Prosper, TX.
Is Richard Follett registered with FINRA?
No. Richard Follett has no current broker registration.
How can I verify Richard Follett’s record?
Search CRD 2729084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Follett’s full registration record.