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
Alexandria, VA
Credentials
Series 65, Series 66
Industry experience
17 years
Simon Joseph is a financial advisor with United Advisor Group who holds Series 65 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Momentum Independent Network, Truist Investment Services, BB&T Securities, and Morgan Stanley. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm employs a range of investment approaches including 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%.
Alexandria, VA
Virginia
United Advisors Group
2024 - Present (2 years)
LPL Financial
2024 - 2024 (1 year)
Momentum Independent Network
2022 - 2024 (2 years)
Truist Investment Services, Inc.
2021 - 2022 (1 year)
Truist Advisory Services
2021 - 2022 (1 year)
BB&T Securities
2016 - 2021 (5 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
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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.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
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