Evan WardCRD Number: 7522563
Current Firm: Impact Partnership Wealth, LLC
Evan Ward (CRD# 7522563) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Marietta, GA and has 1 year of experience in the finance industry.
Beacon Global Advisor Network, LLC
Rollins Financial Advisors, LLC
Rockefeller Capital Management
|Impact Partnership Wealth||Marietta, GA||Mar 2022 - Current||1|
|The Impact Partnership, LLC||Marietta, GA||Jan 2014 - Current||9|
|Atlas Retirement LLC||Canton, GA||Dec 2010 - Current||12|
|Retirement Income Network||Atlanta, GA||Jan 2013 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management292MILLIONS
Total Number of Accounts2,042ACCOUNTS
Average Account Value$142,980
- 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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