Advisor at United Advisor Group
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Firm
United Advisor Group
Location
Waverly Hall, GA 31831
Credentials
Series 66
Industry experience
20 years
Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.
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%.
280 O'neal Dr.
Waverly Hall, GA 31831
Georgia
United Advisor Group
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
American Portfolios Advisors
2019 - 2024 (5 years)
American Portfolios Financial Services Inc.
2019 - 2024 (5 years)
NEXT Financial Group, Inc
2011 - 2019 (8 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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