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 17 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, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX

Financial Advisors at United Advisor Group
Showing 11 - 20 of 20 top financial advisors.
11
Aaron Sloan, financial advisor Springfield MO
Aaron M. Sloan
CRD#: 6811910
3800 South Greystone Court, Suite A, Springfield, MO 65804

Aaron Sloan (CRD# 6811910) is an Investment Advisor Representative working at United Advisor Group in Springfield, MO and has over 6 years of experience in the finance industry.

12
Stephen Taylor, financial advisor Cincinnati OH
Stephen D. Taylor
CRD#: 4895850
7801 Beechmont Aven, Suite 11, Cincinnati, OH 45255

Stephen Taylor (CRD# 4895850) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 19 years of experience in the finance industry.

13
Gary Williams, financial advisor Union KY
Gary L. Williams
CRD#: 1683965
10019 Golden Pond Dr, Union, KY 41091

Gary Williams (CRD# 1683965) is an Investment Advisor Representative working at United Advisor Group in Union, KY and has over 36 years of experience in the finance industry.

14
Craig Wright, financial advisor Cincinnati OH
Craig J. Wright
CRD#: 5715507
Cincinnati, OH

Craig Wright (CRD# 5715507) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 14 years of experience in the finance industry.

15
Brian Yeakley, financial advisor Miamisburg OH
Brian W. Yeakley
CRD#: 4724851
543 E. Central Ave., Miamisburg, OH 45342

Brian Yeakley (CRD# 4724851) is an Investment Advisor Representative working at United Advisor Group in Miamisburg, OH and has over 14 years of experience in the finance industry.

16
Jarom Abel, financial advisor Idaho Falls ID
Jarom T. Abel
CRD#: 7611383
Idaho Falls, ID

Jarom Abel (CRD# 7611383) is an Investment Advisor Representative working at United Advisor Group in Idaho Falls, ID and has 1 year of experience in the finance industry.

17
Michael Deschenes, financial advisor Cincinnati OH
Michael F. Deschenes
CRD#: 7344453
Cincinnati, OH

Michael Deschenes (CRD# 7344453) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 3 years of experience in the finance industry.

18
Andrew Frevert, financial advisor Cincinnati OH
Andrew W. Frevert
CRD#: 4463588
Cincinnati, OH

Andrew Frevert (CRD# 4463588) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has 1 year of experience in the finance industry.

19
Nicholas McGuire, financial advisor Miamisburg OH
Nicholas C. McGuire
CRD#: 7577679
543 E Central Ave, Miamisburg, OH 45342

Nicholas McGuire (CRD# 7577679) is an Investment Advisor Representative working at United Advisor Group in Miamisburg, OH and has 1 year of experience in the finance industry.

20
Sheridan Murphy, financial advisor Cincinnati OH
Sheridan P. Murphy
CRD#: 7200156
1435 Vine St, Cincinnati, OH 45202

Sheridan Murphy (CRD# 7200156) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 4 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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