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Brian William Yeakley

United Advisor Group

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About Brian William Yeakley

Brian Yeakley is an investment advisor representative with United Advisor Group. Brian has been in the financial industry since 2003, and has experience working with both individuals and institutions. Brian is registered to provide investment advice in multiple states. Brian has experience in providing financial planning, portfolio management, and educational seminars.

Firm Information

Brian Yeakley is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Yeakley’s Registration & Firm History

OH

02/23/2023 - Present

United Advisor Group (MIAMISBURG OH)

OH

11/01/2018 - 03/03/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Dayton OH)

OH

03/25/2017 - 11/05/2018

MML INVESTORS SERVICES, LLC (DAYTON OH)

OH

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (DAYTON OH)

OH

02/13/2006 - 01/02/2015

NEW ENGLAND SECURITIES (DAYTON OH)

MA

11/11/2003 - 02/09/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian William Yeakley.
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