Christopher Sheridan (CRD# 7021485) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Conyers, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
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Lpl Financial LLC
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Rollins Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sheridan Wealth Management | Greensboro, GA | Jul 2023 - Current | < 1 |
Impact Partnership Wealth, LLC | Marietta, GA | Jul 2023 - Current | < 1 |
Sheridan & Associates | Conyers, GA | Jan 2018 - Current | 6 |
The Sheridan Group | Union Point, GA | Oct 2015 - Current | 8 |
Turning 65 Solutions LLC | Union Point, GA | Oct 2014 - Mar 2021 | 6 |
Royal Alliance Associates, Inc. | Alpharetta, GA | Nov 2018 - Jan 2020 | 1 |
Sii - John Hancock | Nashville, TN | Sep 2018 - Jan 2020 | 1 |
Walton County Ems | Monroe, GA | Apr 2014 - Jul 2017 | 3 |
National Ems | Conyers, GA | Jan 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- GA
-
Total Assets Under Management752MILLIONS
-
Total Number of Accounts7,527ACCOUNTS
-
Average Account Value$99,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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