We provide an equitable, adaptable solution for client-driven, independent advisory firms.
PROJECT MANAGER
Serves as the tax technical leader for the Human Capital Services practice.
COMPLIANCE SPECIALIST
Serves as the tax technical leader for the Human Capital Services practice.
COMPLIANCE SPECIALIST
HR BUSINESS ADMIN
As CEO, Antony Karlson is responsible for Financial Company's operations East and Central regions.
MARKET PLANNING
Serves as the tax technical leader for the Human Capital Services practice.
MARKET PLANNING
RISK MANAGMENT
Serves as the tax technical leader for the Human Capital Services practice.
OCCUPANCY
Serves as the tax technical leader for the Human Capital Services practice.
Chair
Vice-Chair
Treasurer
Secretary
At large
302 Innovation Drive Suite 310,
Franklin, TN 37067
8170 Corporate Park Dr. Suite 300 Cincinnati, OH 45242
United Advisor Group (“UAG”), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.