Matthew
Canton

United Advisors America

CRD#7200579
Investment Advisor
in Prosper, TX

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About this Advisor

Matthew Canton is a financial advisor based in Prosper, Texas, working with United Advisors America. Matthew has previously held positions at Edward Jones, First United Bank, Parkside Baptist Church, Northwest Baptist Church, Lifeway Christian Stores, Alliance America, and United Advisors America. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Arkansas, Georgia, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Mississippi, Missouri, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, and Washington. Currently, Matthew is part of United Advisors America, which operates out of Prosper, Texas. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

290 S Preston Road Suite 220
Prosper, TX 75078

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United Advisors America Brokerage Details

Total Assets Under Management

$260,175,011

TX Average: $3,042,739,679
Total Number of Employees

27

TX Average: 49
Total Number of Accounts

2,249

TX Average: 2,315
Average Account Size

$115,685

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Matthew Canton Work History

2021 - Present (3 years)

Alliance America

2021 - Present (3 years)

United Advisors America

2019 - 2021 (2 years)

Edward Jones

2019 - 2019 (< 1 year)

First United Bank

2018 - 2019 (1 year)

Lifeway Christian Stores

2015 - 2018 (3 years)

Parkside Baptist Church

2010 - 2015 (5 years)

Northwest Baptist Church

Disclosures

Please visit the SEC profile of Matthew Canton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Advisors America

Thomas Barten
Bloomington, MN
Scott Waechter
Mukwonago, WI
Alan Carlson
St. Paul, MN
Kevin Mahony
Atlanta, GA
Michael Dougherty
Prosper, TX
Brian Lamone
Kansas City, MO
Glen Fuller
Prosper, TX
Aubrey Paganelli
Prosper, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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