UNIFY FINANCIAL LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 324120). Regulatory assets under management: $155.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Lloyd Bennett | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BENNETT DAVID LLOYD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |