Kathy Lynn Banyas
Investment Adviser Representative at United Advisor Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathy Lynn Banyas is an investment adviser representative with United Advisor Group in Alexandria, VA, where they have been registered since 2025. They have worked in the securities industry since 2001 and have been registered with 8 firms, including LPL Financial LLC and Momentum Independent Network Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Scott & Stringfellow, IncJun 2006 – Feb 2021Alexandria, VA
- Bb&t Securities, LLCJan 2013 – Feb 2021Alexandria, VA
- Truist Investment Services, Inc.Feb 2021 – Mar 2022Alexandria, VA
- Truist Advisory Services, Inc.Feb 2021 – Mar 2022Atlanta, GA
- Momentum Independent NetworkMar 2022 – May 2024Dallas, TX
- LPL FinancialMay 2024 – Feb 2025Alexandria, VA
- United Advisor Group dba Joseph Wealth ManagementDec 2025 – no end date reportedCincinnati, OH
- Joseph Wealth ManagementSep 2024 – no end date reportedAlexandria, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Advisor Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized and comprehensive financial solutions including individual services (Roth and Traditional IRAs, budgeting, brokerage account management, tax efficiency), family services (college savings, expense management, multigenerational financial planning), and business owner services (401(k), SIMPLE IRA, and SEP IRA plan design and implementation).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 53
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-127090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 20, 2026
View full firm profileOther advisors at United Advisor Group
Showing 12 of 53 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kathy Lynn Banyas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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