Advisor at United Advisor Group
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Firm
United Advisor Group
Location
Cincinnati, OH 45242
Credentials
Series 66
Industry experience
13 years
Francisco Salas is a financial advisor with United Advisor Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Golden State Equity Partners, ASC Wealth Management, and Legacy Wealth Management. He is also involved in the sale of life insurance products. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
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%.
8170 Corporate Park Dr., Suite 300
Cincinnati, OH 45242
Ohio
United Advisor Group
2023 - Present (3 years)
Golden State Equity Partners, LLC
2022 - 2023 (1 year)
Golden State Equity Advisors LLC
2022 - 2022 (1 year)
ASC Wealth Management, LLC
2019 - 2021 (2 years)
ASC Trust LLC
2019 - 2021 (2 years)
Legacy Wealth Management, Inc.
2012 - Present (14 years)
Legacy Wealth Management
2011 - Present (15 years)
Legacy Wealth Management, Inc.
2011 - Present (15 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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CFA®, Series 63
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