Bo Ruei Chen (CRD# 7702530) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has 1 year of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5345373
Rockefeller Capital Management
CRD# 2840898
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Maverick Insurance, LLC | Marietta, GA | Apr 2024 - Current | < 1 |
| Impact Partnership Wealth, LLC | Marietta, GA | Feb 2023 - Current | 1 |
| The Impact Partnership | Marietta, GA | Nov 2021 - Current | 2 |
| Unemployed | Marietta, GA | May 2021 - Nov 2021 | < 1 |
| Georgia State University | Atlanta, GA | Jan 2020 - May 2021 | 1 |
| Gsu Perimeter | Dunwoody, GA | Aug 2017 - Jan 2020 | 2 |
| George Walton Comprehensive High School | Marietta, GA | Feb 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 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
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
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