Richard Lynn Follett

Employer firm

United Advisors America CRD 147350

$447M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  United Advisors America Corporation
  Frisco, TX
• 08/2008 → Present
  Uf Resources Corporation
  University Park, FL
• 02/2002 → Present
  Alliance America Corporation
  University Park, FL
• 07/2014 → 09/2019
  United Advisors America Corporation
  Frisco, TX
• 09/2015 → Present
  United Advisors America Corporation
  Prosper, TX

Other Businesses

Insurance Agent for Alliance America Corporation, a life and health insurance agency located in University Park, FL. Senior Vice President, UF Resources Corporation, located in University Park, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-10

Designations

• Chartered Financial Consultant

Other Names

• Rich Follett
• Richard Lynn Follett