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).
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Total Assets Under Management579MILLION
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Total Number of Accounts5,955ACCOUNTS
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Average Account Value$97,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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.
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.
John Crane (CRD# 3179778) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 24 years of experience in the finance industry.
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.
Jeremy Ftacek (CRD# 4327735) is an Investment Advisor Representative working at United Advisor Group in Joliet, IL and has over 23 years of experience in the finance industry.
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.
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.
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.
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.
Howard Rightsell (CRD# 1187714) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 40 years of experience in the finance industry.