Advisor at United Advisor Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisor Group
Location
Cincinnati, OH
Credentials
Series 63, Series 65
Industry experience
18 years
Dionicio Trevino is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at NEXT Financial Group for 10 years and has been involved with Baker Trevino Insurance for over 20 years. Outside of his advisory role, he is also active in the insurance sector as a commercial lines agent and offers prepaid legal and identity theft products. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm provides a range of services including investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios and a variety of trading strategies tailored to client needs.
Based on United Advisor Group
Fixed fees may apply for consulting services as agreed upon with the client.
Hourly charges may apply as negotiated in consulting agreements.
Fee-only: Fees are negotiated based on scope of services, asset size, planning complexity, and other factors; annual investment management fee will not exceed 2.00%.
Cincinnati, OH
Ohio
United Advisor Group
2024 - Present (2 years)
NEXT Financial Group
2014 - 2024 (10 years)
Baker Trevino Insurance
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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