Vanessa Patterson (CRD# 7702523) 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Parthership Wealth, LLC | Marietta, GA | Feb 2023 - Current | 1 |
| New Perspective Financial Services | Hyattsville, MD | Dec 2020 - Current | 3 |
| Berkshire Hathaway Home Services | Washington, DC | Oct 2015 - Current | 8 |
| Appraisal Connections | San Francisco, CA | Apr 2021 - Jul 2022 | 1 |
| Fairfax Realty Of Tysons | Tysons Corner, VA | Jul 2014 - Oct 2015 | 1 |
| Realty Associates | Washington, DC | Dec 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MD
-
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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