Michael
Dougherty
United Advisors America
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About this Advisor
Michael Dougherty is a chartered financial consultant based out of Prosper, Texas with a total of 5 years of industry experience. Dougherty currently works for United Advisors America. Throughout their career, Dougherty has worked at Alliance America Corporation and United Advisors America Corporation. Dougherty holds a Series 63 license, designating them as a securities agent, and is registered to advise clients in Minnesota. United Advisors America is an advisory firm that has its headquarters in Prosper, TX. It controls $194 million in assets under management between its 1,893 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,893 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services are based on the type of financial services offered. Fee types billed by United Advisors America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$193,671,859
28
1,893
$102,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Dougherty Work History
Michael has been registered as a financial advisor for 5 years.*
Alliance America Corporation
United Advisors America Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Dougherty 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
Bloomington, MN
Prosper, TX
St. Paul, MN
Atlanta, GA
Prosper, TX
Kansas City, MO
Bradenton, FL
Prosper, TX
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