Lydia C Stephens
Investment adviser representative at United Advisor Group
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- United Advisor GroupAug 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Aug 2025
- American Portfolios AdvisorsJul 2019 to Oct 2024
- American Portfolios Financial Services Inc.Jul 2019 to Oct 2024
- Next Financial Group, IncNov 2011 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5027573
- Firm CRD
- 324205