AdvisorOS Directory
Claim Profile
DB

David Lloyd Bennett

UNIFY FINANCIAL LLC·CLEARWATER, Florida
CFPSeries 7Series 6Series 65Series 63SIE
Unclaimed Profile
1465 SOUTH FORT HARRISON AVENUE, CLEARWATER, FL 33756CRD# 4761782Firm CRD# 324120
01

About

David Lloyd Bennett is a registered financial advisor based in CLEARWATER, Florida, affiliated with UNIFY FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNIFY FINANCIAL LLC
UNIFY FINANCIAL ADVISORS
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at UNIFY FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4761782
Firm CRD# 324120
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Lloyd Bennett offer?
David Lloyd Bennett specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are David Lloyd Bennett's credentials?
David Lloyd Bennett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Lloyd Bennett located?
David Lloyd Bennett is based in CLEARWATER, Florida, working with UNIFY FINANCIAL LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does David Lloyd Bennett charge for services?
David Lloyd Bennett's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIFY FINANCIAL LLC?
UNIFY FINANCIAL LLC has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLEARWATER
John William Thiel — INDIVISIBLE PARTNERS, LLCKristine Alane Starkman — CSENGE ADVISORY GROUP, LLCNolan Blake Hughes — CSENGE ADVISORY GROUP, LLCJohn Hunter Orr — FLAHARTY ASSET MANAGEMENT, LLCGregory James Adams — SOVEREIGN PRIVATE WEALTH, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile