Financial ADVSR advisor directory · SEC adviser records
Unity Financial Planning Group LLC financial advisors in Kennesaw, GA
Every SEC-registered investment adviser representative at a Unity Financial Planning Group LLC office in Kennesaw, A to Z.
The short answer
5 registered advisors work at Unity Financial Planning Group LLC in Kennesaw, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Unity Financial Planning Group LLC advisors in Kennesaw, A to Z
Every Unity Financial Planning Group LLC advisor →- Matthew D. HertigInvestment adviser rep
- James P. Jennings Jr.Investment adviser rep
- Robert L. TakacsInvestment adviser rep
- Benjamin C. TreeceInvestment adviser rep
- Michael N. TurgeonChartered Financial Consultant
Unity Financial Planning Group LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Unity Financial Planning Group LLC advisors in other cities
Other firms in Kennesaw
All Kennesaw advisors →Henssler Financial 27Edward Jones 7Kovack Advisors, Inc. 6State Farm Investment Management Corp. 6Ameriprise Financial Services, LLC 5Paraklete Financial, Inc. 5LPL Financial LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Allworth Financial, L.P. 3Brookstone Wealth Advisors, LLC 3Steward Partners Investment Advisory, LLC 3Strategic Advisers LLC 3
Questions
How many financial advisors does Unity Financial Planning Group LLC have in Kennesaw?
5 investment adviser representatives are registered at Unity Financial Planning Group LLC offices in Kennesaw, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Unity Financial Planning Group LLC one of the largest advisor employers in Kennesaw?
Unity Financial Planning Group LLC ranks number 9 in Kennesaw by registered advisors; Henssler Financial has the most, with 27.
How do I check a Unity Financial Planning Group LLC advisor in Kennesaw?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Unity Financial Planning Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.