Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Chapman Smith is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC. Patrick holds a Series 65 license and has been in the industry since 2016. Patrick specializes in financial planning and portfolio management for individuals and businesses. Patrick has prior experience with Think Different Financial and Think Different Legal Group. Patrick is also an attorney with The Smith Law Firm, P.C., and is involved in real estate through PMCS Holdings LLC.
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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GA
05/09/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
IA
Issued 02/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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