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Robbin Perry Broome

Impact Partnership Wealth, LLC

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About Robbin Perry Broome

Robbin Broome is a financial advisor who has been working in the industry for over 30 years. She is currently registered with Impact Partnership Wealth, LLC. Robbin Broome has been registered with numerous firms and is a registered investment advisor in South Carolina. She holds Series 6, 63 and 65 licenses, and has been a principal with Series 26 licenses. Robbin specializes in portfolio management for individuals and offers financial planning and educational seminars. Robbin is a president and co-founder of The Smart Lifestyle and is actively involved in the community teaching and leading fiscal awareness workshops in schools, libraries, and churches.

Firm Information

Robbin Broome 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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Robbin Broome’s Registration & Firm History

SC

05/30/2023 - Present

Impact Partnership Wealth, LLC (EASLEY SC)

SC

09/03/2010 - 10/04/2013

USA FINANCIAL SECURITIES CORPORATION (EASLEY SC)

SC

01/09/2008 - 08/30/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (EASLEY SC)

SC

10/21/2002 - 01/14/2008

CENTAURUS FINANCIAL, INC. (EASLEY SC)

CA

09/28/1995 - 09/30/2002

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

GA

09/06/1994 - 09/12/1995

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/01/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/02/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robbin Perry Broome.
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