David Lloyd Bennett
Investment adviser representative at Unify Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Unify Financial AdvisorsJan 2026 to now
- Unify Financial, Inc.May 2023 to now
- Successful Portfolios, LLCMar 2016 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unify Financial Advisors
Legal name: Unify Financial LLC
$155.8MAssets managed
196Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4761782
- Firm CRD
- 324120