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David Lloyd Bennett

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lloyd Bennett · CLEARWATER, FL
Registration
CRD #4761782 · UNIFY FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Research
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