Stacy Davis
Stacy Davis is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 23 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacy is involved in several business activities. She works with AKOS Solutions LLC related to Medicare, Life, and Health insurance (about 10-20% of her time), manages a family farm (minimal time), is an IAR with United Advisory Group (full-time), and is an IAR with SFA LLC (nearly full-time).
Employment History
Current Registrations
United Advisor Group
Silver Oak Securities, IncorporatedBroker
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.