Unclaimed Profile

Carrie King

ULLMANN WEALTH PARTNERS GROUP, LLC·JACKSONVILLE BEACH, Florida

SIE, Series 7, Series 66Clean record8 years registeredULLMANN 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 · 8 years registered

Brand Profile

Not yet started

Career History

ULLMANN WEALTH PARTNERS

Jan 2022 – present

ULLMANN WEALTH PARTNERS

Jan 2018 – Jan 2022

JACKSONVILLE BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 17, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ULLMANN WEALTH PARTNERS GROUP, LLC

CRD 316697 · SEC 801-122769

AUM

$877M

Regulatory assets under management

Employees

1,282 client accounts

Services offered by ULLMANN WEALTH PARTNERS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ULLMANN WEALTH PARTNERS GROUP, LLC →

Introduction

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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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