United Advisor Group

United Advisor Group (CRD# 324205) is a financial advisory firm headquartered in , . They manage $578,774,254 in 5,955 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
https://uagria.com/
By the Numbers
  • Total Assets Under Management
    579
    MILLION
  • Total Number of Accounts
    5,955
    ACCOUNTS
  • Average Account Value
    $97,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX

Financial Advisors at United Advisor Group
Showing 1 - 10 of 19 top financial advisors.
1
Robert Bove, financial advisor Cincinnati OH
Robert C. Bove
CRD#: 3063571
Cincinnati, OH

Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.

2
Craig Connolly, financial advisor Cincinnati OH
Craig M. Connolly
CRD#: 2816098
Cincinnati, OH

Craig Connolly (CRD# 2816098) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 26 years of experience in the finance industry.

3
John Crane, financial advisor Olmsted Falls OH
John R. Crane
CRD#: 3179778
25586 Bagley Rd., Suite 2, Olmsted Falls, OH 44138

John Crane (CRD# 3179778) is an Investment Advisor Representative working at United Advisor Group in Olmsted Falls, OH and has over 24 years of experience in the finance industry.

4
Stacy Davis, financial advisor Cincinnati OH
Stacy L. Davis
CRD#: 2695914
Cincinnati, OH

Stacy Davis (CRD# 2695914) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 22 years of experience in the finance industry.

5
Jeremy Ftacek, financial advisor Cincinnati OH
Jeremy C. Ftacek
CRD#: 4327735
Cincinnati, OH

Jeremy Ftacek (CRD# 4327735) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 23 years of experience in the finance industry.

6
Aaron Grahlman, financial advisor Cincinnati OH
Aaron J. Grahlman
CRD#: 6968654
Cincinnati, OH

Aaron Grahlman (CRD# 6968654) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 5 years of experience in the finance industry.

7
Victor Ledoux, financial advisor Franklin TN
Victor Ledoux
CRD#: 5273399
302 Innovation Drive, Suite 310, Franklin, TN 37067

Victor Ledoux (CRD# 5273399) is an Investment Advisor Representative working at United Advisor Group in Franklin, TN and has over 17 years of experience in the finance industry.

8
Steven Loveless, financial advisor Cincinnati OH
Steven D. Loveless
CRD#: 6756120
Cincinnati, OH

Steven Loveless (CRD# 6756120) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 6 years of experience in the finance industry.

9
Charles Orcutt, financial advisor Cincinnati OH
Charles G. Orcutt
CRD#: 2834844
Cincinnati, OH

Charles Orcutt (CRD# 2834844) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 27 years of experience in the finance industry.

10
Howard Rightsell, financial advisor Bloomington IN
Howard E. Rightsell
CRD#: 1187714
400 W 7th Street, Suite 101, Bloomington, IN 47404

Howard Rightsell (CRD# 1187714) is an Investment Advisor Representative working at United Advisor Group in Bloomington, IN and has over 40 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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