AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CP

Cynthia J. Pillard

UNITED ADVISOR GROUP
College Grove, TN
Some features on this profile are disabled
CRD#: 5601709
CP

Professional summary

Cynthia J Pillard, who also goes by Cindy Jane Bevins, Cynthia Jane Bevins Mrs., Cynthia Jane Bevins, Cynthia/cindy Jane Phillips, Cindy Pillard, Cynthia Jane Pillard, Cynthia Pillard, is a registered financial advisor currently at UNITED ADVISOR GROUP located in College Grove, Tennessee.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cynthia has worked at 5 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cindy Jane Bevins | Cynthia Jane Bevins Mrs. | Cynthia Jane Bevins | Cynthia/cindy Jane Phillips | Cindy Pillard | Cynthia Jane Pillard | Cynthia Pillard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | POSITION HELD: INDEPENDENT INSURANCE AGENT | ADDRESS: 6790 OWEN HILL RD, COLLEGE GROVE, TN 37046 | START DATE: 2/15/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING LIFE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia J Pillard's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 18, 2024 - Present

UNITED ADVISOR GROUP

RIA
CRD#: 324205
College Grove, TN
Past

March 7, 2024 - December 17, 2024

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
COLLEGE GROVE, TN
Past

February 22, 2023 - December 17, 2024

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
COLLEGE GROVE, TN
Past

September 13, 2021 - February 15, 2023

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
BRENTWOOD, TN
Past

August 31, 2021 - February 15, 2023

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
BRENTWOOD, TN
Past

October 14, 2019 - September 3, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
BRENTWOOD, TN
Past

January 16, 2018 - September 3, 2021

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
BRENTWOOD, TN
Past

December 1, 2008 - July 1, 2009

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
JOHNSON CITY, TN
Past

October 15, 2008 - July 1, 2009

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
JOHNSON CITY, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES

CRD#: 324205 / SEC#: 801-127090

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(12/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/2018
General Securities Representative Examination

Current Firm

UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES

CRD#: 324205 / SEC#: 801-127090

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - UNITED ADVISOR GROUP (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,875
AUM (Assets Under Management)$ 1,091,628,945

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

UNITED ADVISOR GROUP

CRD#: 324205College Grove, TN

TRUST BUT VERIFY

Monitor Cynthia Pillard

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.