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Financial ADVSR advisor directory · SEC adviser records

United Advisor Group financial advisors in Ohio

Every SEC-registered investment adviser representative at a United Advisor Group office in Ohio, by city and A to Z.

31 registered advisors work at United Advisor Group in Ohio, out of 50 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (24). 3 list the CFP designation and 7 are also registered broker representatives.

United Advisor Group advisors by city in Ohio

Every firm in Ohio →

Cincinnati 24Miamisburg 2Independence 1Independence, Oh 44131 1Morrow 1West Chester 1Wickliffe 1

United Advisor Group advisors in Ohio, A to Z

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United Advisor Group advisors in every state →United Advisor Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Advisor Group in other states

Arizona 4Tennessee 4Missouri 3

Questions

How many United Advisor Group financial advisors are in Ohio?

31 investment adviser representatives are registered at United Advisor Group offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 50 at the firm nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Where in Ohio does United Advisor Group have the most advisors?

Cincinnati, with 24, then Miamisburg (2). United Advisor Group has advisors in 7 cities in Ohio.

How do I check a United Advisor Group advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Advisor Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.