Carrie King (CRD# 6877985) is an Investment Advisor Representative working at Ullmann Wealth Partners in Jacksonville Beach, FL and has over 6 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ullmann Wealth Partners Group, LLC | Jacksonville Beach, FL | Jan 2022 - Current | 2 |
| Ullmann Wealth Partners | Jacksonville Beach, FL | Nov 2017 - Dec 2021 | 4 |
| Sagepoint Financial, Inc. | Jacksonville Beach, FL | Nov 2017 - Jan 2019 | 1 |
| Unemployed | Jacksonville, FL | Apr 2017 - Nov 2017 | < 1 |
| Water Street Capital | Jacksonville, FL | Jan 2008 - Apr 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- FL
-
Total Assets Under Management877MILLIONS
-
Total Number of Accounts1,282ACCOUNTS
-
Average Account Value$684,179
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, IN, NC, SC, TX, VA
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