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Robert C Bove

United Advisor Group

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About Robert C Bove

Robert C. Bove is an investment advisor representative with United Advisor Group. Robert is a financial advisor with over 25 years of experience. Robert has held securities licenses since 1998 and has worked with firms such as Sterne Agee Financial Services, Inc., Thurston Springer Financial, and Silver Oak Securities, Incorporated. Robert is a Registered Representative and Investment Advisor Representative in the state of Ohio. He is also a partner in Bove Connolly Taylor Financial (DBA BCT Financial). Robert specializes in providing financial planning, investment management, and insurance sales services.

Firm Information

Robert Bove 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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Robert Bove’s Registration & Firm History

OH

03/01/2023 - Present

United Advisor Group (Cincinnati OH)

OH

03/21/2023 - 12/08/2023

SILVER OAK SECURITIES, INCORPORATED (Cincinnati OH)

OH

05/31/2017 - 03/07/2023

THURSTON SPRINGER FINANCIAL (Cincinnati OH)

OH

09/12/2014 - 06/07/2017

STERNE AGEE FINANCIAL SERVICES, INC. (CINCINNATI OH)

OH

08/31/2006 - 09/12/2014

WRP INVESTMENTS, INC. (CINCINNATI OH)

OH

02/24/1999 - 09/12/2006

WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)

MA

07/09/1998 - 03/05/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 09/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert C Bove.
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