Unify Wealth

Unify Wealth (CRD# 170966) is a financial advisory firm headquartered in Alpharetta, GA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Unify Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Tankesley
CRD#: 4487552
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
96
Wealthminder
score

Robert Tankesley (CRD# 4487552) is an Investment Advisor Representative working at Unify Wealth in Alpharetta, GA and has over 14 years of experience in the finance industry. Robert Tankesley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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