Sydney Lynn Johnson

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 05/2018
  Thatcher Schools
  Thatcher, AZ
• 05/2016 → 08/2019
  Town Of Pima
  Pima, AZ
• 08/2018 → 05/2021
  Arizona State University
  Tempe, AZ
• 08/2018 → 12/2018
  Arizona State University
  Tempe, AZ
• 01/2019 → 04/2019
  Downeast Basics
  Mesa, AZ
• 08/2019 → 12/2020
  All Around Math
  Tempe, AZ
• 08/2019 → 11/2019
  Lifetime Fitness
  Tempe, AZ
• 12/2019 → 11/2020
  Family Medical Center
  Safford, AZ
• 11/2020 → Present
  Sorensen Financial
  Safford, AZ
• 01/2022 → Present
  Scf Investment Advisors, Inc
  Fresno, CA
• 01/2022 → 08/2024
  Ash Creek Financial Advisors Llc
  Safford, AZ
• 09/2024 → Present
  United Advisor Group
  Safford, AZ
• 09/2024 → Present
  Insight Wealth Management
  Safford, AZ

Previous Registrations

• 2022-01-11 → 2024-11-04
  Scf Investment Advisors, Inc.
  San Diego, CA
  Safford, AZ

Other Businesses

INSIGHT WEALTH MANAGEMENT - INVESTMENT RELATED - 1200 W THATCHER BLVD, SAFFORD AZ 85546 - DBA - INVESTMENT ADVISOR - START 09/2024 - 80 HOURS/MONTH DURING TRADING HOURS - HELP CLIENTS REACH THEIR FINANCIAL GOALS; SORENSEN FINANCIAL PLLC - NON INVESTMENT RELATED - SAME ADDRESS - ACCOUNTING / TAX PREP - EMPLOYEE - START 11/2020 - 80 HOURS/MONTH DURING TRADING HOURS - TAX PREP, BOOKKEEPING SERVICES FOR CLIENTS, PAYROLL PROCESSING FOR CLIENTS; ASH BROKERAGE - NON INVESTMENT RELATED - SAME ADDRESS - INDEPENDENT INSURANCE AGENT / AGENCY - AGENT - START 07/27/2023 - 3 HOURS/MONTH DURING TRADING HOURS - OFFER CLIENTS ADDITIONAL INSURANCE PRODUCTS BASED ON THEIR NEEDS AND SUITABILITY. THIS WILL BE AN ADDITIONAL TOOL WHEN HELPING CREATE A COMPREHENSIVE FINANCIAL PLAN;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29

Other Names

• Sydney Lynn Damron