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Dawn Renee Carey

Impact Partnership Wealth, LLC

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About Dawn Renee Carey

Dawn Carey is a financial advisor with Impact Partnership Wealth, LLC. Dawn has been in the financial industry for over 10 years. Dawn is registered with FINRA and the state of Florida, holding Series 7 and Series 66 licenses. Dawn offers financial planning, educational seminars, and portfolio management for individuals and other advisory services. Dawn's firm is headquartered in Marietta, GA.

Firm Information

Dawn Carey is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dawn Carey’s Registration & Firm History

FL

12/19/2022 - Present

Impact Partnership Wealth, LLC (THE VILLAGES FL)

NY

08/12/2016 - 01/04/2017

REVERE SECURITIES LLC (NEW YORK NY)

OH

05/22/2015 - 08/09/2016

MONEY CONCEPTS CAPITAL CORP (WESTERVILLE OH)

OH

10/07/2010 - 05/26/2015

RIDGEWAY & CONGER, INC. (REYNOLDSBURG OH)

OH

02/09/2009 - 04/26/2010

NEXT FINANCIAL GROUP, INC. (WESTERVILLE OH)

OH

03/23/2007 - 02/09/2009

FSC SECURITIES CORPORATION (WORTHINGTON OH)

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Licenses & Designations

BOTH

Issued 12/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dawn Renee Carey.
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