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
Safford, AZ 85546
Credentials
Series 65
Industry experience
4 years
Sydney Johnson is a financial advisor with United Advisor Group and holds a Series 65 license. Johnson has four years of industry experience and has worked with firms including Ash Creek Financial Advisors LLC and Sorensen Financial. Outside of advisory roles, Johnson is involved in tax preparation and bookkeeping services as well as independent insurance agency activities. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended 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%.
1200 W. Thatcher Blvd.
Safford, AZ 85546
Arizona
United Advisor Group
2024 - Present (2 years)
Insight Wealth Management
2024 - Present (2 years)
Scf Investment Advisors, Inc
2022 - Present (4 years)
Ash Creek Financial Advisors LLC
2022 - 2024 (2 years)
Sorensen Financial
2020 - Present (6 years)
Family Medical Center
2019 - 2020 (1 year)
All Around Math
2019 - 2020 (1 year)
LIFETIME FITNESS
2019 - 2019 (1 year)
Downeast Basics
2019 - 2019 (1 year)
Arizona State university
2018 - 2021 (3 years)
Arizona State university
2018 - 2018 (1 year)
Town of Pima
2016 - 2019 (3 years)
Thatcher Schools
2005 - 2018 (13 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.
Series 63, Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
Summit Global Investments, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")