Brian C Lamone
Investment adviser representative at United Advisors America
15 yearsExperience
3 statesRegistered in
$446.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- United Advisors America CorporationMar 2018 to now
- Alliance America CorporationMar 2018 to now
- Various Insurance Carriers for W&r Insurance Agencies IncOct 2013 to Mar 2018
- Waddell & Reed IncOct 2013 to Mar 2018
- The Etf Store, Inc.Dec 2011 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (IA, KS, MO).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4786488
- Firm CRD
- 147350