Sydney Lynn Johnson
Investment Adviser Representative at United Advisor Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sydney Lynn Johnson is an investment adviser representative with United Advisor Group in Safford, AZ, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with SCF Investment Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
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.
- Thatcher SchoolsAug 2005 – May 2018Thatcher, AZ
- TOWN OF PIMAMay 2016 – Aug 2019Pima, AZ
- Arizona State UniversityAug 2018 – May 2021Tempe, AZ
- Arizona State UniversityAug 2018 – Dec 2018Tempe, AZ
- Downeast BasicsJan 2019 – Apr 2019Mesa, AZ
- ALL Around MATHAug 2019 – Dec 2020Tempe, AZ
- Lifetime FitnessAug 2019 – Nov 2019Tempe, AZ
- Family Medical CenterDec 2019 – Nov 2020Safford, AZ
- Sorensen FinancialNov 2020 – no end date reportedSafford, AZ
- SCF Investment Advisors, IncJan 2022 – no end date reportedFresno, CA
- ASH Creek Financial Advisors LLCJan 2022 – Aug 2024Safford, AZ
- United Advisor GroupSep 2024 – no end date reportedSafford, AZ
- Insight Wealth ManagementSep 2024 – no end date reportedSafford, AZ
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. Sydney Lynn Johnson 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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