Unclaimed
Benjamin Scott Smith is an investment advisor representative with Impact Partnership Wealth, LLC. Benjamin has been in the industry for over eight years and has experience in a variety of areas including wealth management, insurance, and annuities. Benjamin specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Benjamin is also a registered investment advisor in Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
07/02/2021 - Present
Impact Partnership Wealth, LLC (Monmouth OR)
IA
Issued 08/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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