Stephen
Taylor
United Advisor Group
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About this Advisor
Stephen Taylor is a financial advisor based in Cincinnati, Ohio, working with United Advisor Group. Stephen has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Sterne Agee Investment Advisors Services Inc, Sa Stone Investment Advisors Inc, Sterne Agee Financial Services Inc, United Advisor Group, and Thurston Springer Financial. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Stephen is part of United Advisor Group, which operates out of Cincinnati, 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
Stephen Taylor Work History
United Advisor Group
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Thurston Springer Financial
Sa Stone Investment Advisors Inc
Sterne Agee Financial Services Inc
Wrp Investments, Inc
Sterne Agee Investment Advisors Services Inc
Disclosures
Please visit the SEC profile of Stephen Taylor 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
Idaho Falls, ID
Cincinnati, OH
Cincinnati, OH
Springfield, MO
Castle Rock, CO
Franklin, TN
Miamisburg, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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