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Josh Wilcox
Director Of Development at United Wealth Advisors
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Work Experience
Director Of Development
Present
Company Details
51-200 Employees
For independent advisors like you, it is really hard to tap into high quality services, resources, and training that helps you be the best. At UWAG, we’ve created affiliate partnerships that give you resources to maximize growth now and help position your business to sell or transfer to the next generation when you are ready. Representatives offer products and services using the following business names: Wealth Solutions, LLC; Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC andAAS are not affiliated with Wealth Solutions, LLC; The Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.Wealth Solutions, LLC; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC are not affiliated.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
1101 Wooton Pkwy Suite 430 Rockville, Maryland 20852, US
Keywords
Business PlanningSuccession PlanningSelective Executive Retirement PlansEmployee Retirement and BenefitsTax Planning StrategiesWealth ManagementEstate PlanningEducational PlanningCash Flow PlanningLife Insurance
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Contact Details
  • Email AddressJ**@uwagllc.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
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