UNIFY FINANCIAL LLC

UNIFY FINANCIAL ADVISORS
CLEARWATER, Florida·1 registered advisor·CRD# 324120
SEC# 801-1309510727-306-0299
01

Firm Overview

AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNIFY FINANCIAL LLC

1 registered advisor
David Lloyd Bennett
CLEARWATER, Florida
CFP
05

Office Locations

CLEARWATER, Florida
1 advisor

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Data sourced from SEC Form ADV filings. UNIFY FINANCIAL LLC (CRD# 324120) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.