Brian C Lamone

United Advisors America

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8051 N Denver Ave., #1203, Kansas City, MO, 64119

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

June 2001

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities.

Employment History

Current Registrations

United Advisors America

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Waddell & Reed

November 2013 - March 2018 · 4 yrs 4 mos

Waddell & ReedBroker

October 2013 - March 2018 · 4 yrs 5 mos

The Etf Store, INC.

December 2011 - October 2013 · 1 yr 10 mos

Northwestern Mutual Investment Services,llc

May 2011 - December 2011 · 7 mos

Northwestern Mutual Investment Services, LLCBroker

September 2004 - December 2011 · 7 yrs 3 mos

State Registrations3 states

IAKSMO

Advisor

Exams

No exam information available for this advisor.