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Stephen Dennis Taylor

United Advisor Group

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About Stephen Dennis Taylor

Stephen Dennis Taylor is a financial advisor with United Advisor Group. Stephen is a registered investment advisor in Ohio. He has been a financial advisor since 2005 and has experience with Thurston Springer Financial and Sterne Agee Financial Services, Inc. Stephen provides financial planning, portfolio management, and educational seminars to his clients. Stephen works with individuals, families, and businesses.

Firm Information

Stephen Taylor 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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Stephen Taylor’s Registration & Firm History

OH

02/23/2023 - Present

United Advisor Group (Cincinnati OH)

OH

05/31/2017 - 02/23/2023

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

03/09/2005 - 09/22/2006

WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 04/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Dennis Taylor.
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