Brian
Lamone
United Advisors America
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About this Advisor
Brian Lamone is a financial advisor based in Kansas City, Missouri, working with United Advisors America. Brian has previously held positions at various insurance carriers for W&R Insurance Agencies Inc, The ETF Store, Inc, Alliance America Corporation, United Advisors America Corporation, and Waddell & Reed Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa, Kansas, and Missouri. Currently, Brian is part of United Advisors America, which operates out of Kansas City, Missouri. 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
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$260,175,011
27
2,249
$115,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Lamone Work History
Alliance America Corporation
United Advisors America Corporation
Various Insurance Carriers For W&R Insurance Agencies Inc
Waddell & Reed Inc
The Etf Store, Inc
Disclosures
Please visit the SEC profile of Brian Lamone 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
Mukwonago, WI
Bloomington, MN
St. Paul, MN
Atlanta, GA
Kansas City, MO
Kronenwetter, WI
Prosper, TX
Prosper, TX
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