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Carrie King

ULLMANN WEALTH PARTNERS GROUP, LLC·JACKSONVILLE BEACH, Florida
Unclaimed Profile
1540 THE GREENS WAY, JACKSONVILLE BEACH, FL 32250CRD# 6877985Firm CRD# 316697
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ULLMANN WEALTH PARTNERS GROUP, LLC
ULLMANN WEALTH PARTNERS
AUM
$877M
Regulatory assets under management
Employees
11
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6877985
Firm CRD# 316697
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in JACKSONVILLE BEACH
Deanna Ann Brown — THE ULLMANN FINANCIAL GROUP, INC.Glenn Michael Ullmann — ULLMANN WEALTH PARTNERS GROUP, LLCAndrew Martin Cantor — SAWGRASS ASSET MANAGEMENT LLCFrank Kohlhaas Martin — PALM VALLEY CAPITAL MANAGEMENT LLCMatthew Thomas Berquist — INTREPID CAPITAL MANAGEMENT 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
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