Unclaimed Profile

Karyl Holmes Neal

POINCIANA ADVISORS GROUP, LLC·PALM BEACH GARDENS, Florida

Series 65Clean record20 years registeredPOINCIANA ADVISORS GROUP, LLC

11025 RCA CENTER DRIVE, PALM BEACH GARDENS, FL 33410CRD# 5060567Firm CRD# 137423

Profile Verification

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

Identity

Karyl Holmes Neal · PALM BEACH GARDENS, FL

Registration

CRD #5060567 · POINCIANA ADVISORS GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POINCIANA ADVISORS GROUP, LLC

POINCIANA ADVISORS GROUP, LLC

Jan 2006 – Jul 2020

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POINCIANA ADVISORS GROUP, LLC

CRD 137423 · SEC 801-118568

AUM

$210M

Regulatory assets under management

Employees

200 client accounts

Services offered by POINCIANA ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POINCIANA ADVISORS GROUP, LLC →

Introduction

Speak with Karyl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karyl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

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

Browse PALM BEACH GARDENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Karyl Holmes Neal offer?

Karyl Holmes Neal specializes in Financial Planning, Investment Management, Wealth Management.

What are Karyl Holmes Neal's credentials?

Karyl Holmes Neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karyl Holmes Neal located?

Karyl Holmes Neal is based in PALM BEACH GARDENS, Florida, last registered with POINCIANA ADVISORS GROUP, LLC.

How does Karyl Holmes Neal charge for services?

Karyl Holmes Neal'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 POINCIANA ADVISORS GROUP, LLC?

POINCIANA ADVISORS GROUP, LLC has approximately 4 employees and manages $210M 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 →