Unclaimed Profile

Carrie King

ULLMANN WEALTH PARTNERS GROUP, LLC·JACKSONVILLE BEACH, Florida

Clean recordULLMANN WEALTH PARTNERS GROUP, LLC

1540 THE GREENS WAY, JACKSONVILLE BEACH, FL 32250CRD# 6877985Firm CRD# 316697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carrie King · JACKSONVILLE BEACH, FL

Registration

CRD #6877985 · ULLMANN WEALTH PARTNERS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carrie King is a registered financial advisor based in JACKSONVILLE BEACH, Florida, affiliated with ULLMANN WEALTH PARTNERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ULLMANN WEALTH PARTNERS GROUP, LLC

ULLMANN WEALTH PARTNERS

AUM

$877M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULLMANN WEALTH PARTNERS GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6877985

Firm CRD# 316697

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Frequently Asked Questions

What services does Carrie King offer?

Carrie King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Carrie King's credentials?

Carrie King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie King located?

Carrie King is based in JACKSONVILLE BEACH, Florida, working with ULLMANN WEALTH PARTNERS GROUP, LLC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Carrie King charge for services?

Carrie King's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULLMANN WEALTH PARTNERS GROUP, LLC?

ULLMANN WEALTH PARTNERS GROUP, LLC has approximately 11 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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