Brian
Yeakley
United Advisor Group
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About this Advisor
Brian Yeakley is a financial advisor based in Miamisburg, Ohio, working with United Advisor Group. Brian has previously held positions at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research Inc, United Advisor Group, Mml Investor Services, LLC, Msi Financial Services, Inc, and Silver Oak Securities. Brian has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Brian is part of United Advisor Group, which operates out of Miamisburg, Ohio. The firm has 18 offices and 35 employees. The firm manages assets totaling $578.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at United Advisor Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisor Group Brokerage Details
$578,774,254
35
5,955
$97,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brian Yeakley Work History
United Advisor Group
Silver Oak Securities
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research Inc
Mml Investors Services, LLC
Mml Investor Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Msi Financial Services, Inc
New England Securities
New England Securities
Disclosures
Please visit the SEC profile of Brian Yeakley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisor Group
Cincinnati, OH
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Springfield, MO
Castle Rock, CO
Franklin, TN
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