Benjamin Smith (CRD# 6779985) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Monmouth, OR and has over 8 years of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5919156
Ameriprise Financial Services, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta, GA | Jul 2021 - Current | 2 |
| Legacysmith D/b/a Vision Wealth | Monmouth, OR | Nov 2013 - Current | 10 |
| Ashton & Associates Wealth Management & Insurance | St. George, UT | Apr 2022 - Nov 2022 | < 1 |
| Summit Wealth Strategies, LLC | Monmouth, OR | Oct 2019 - Apr 2022 | 2 |
| Resources Investment Advisors | Overland Park, KS | Nov 2019 - Jun 2021 | 1 |
| Brookstone Capital Management | Monmouth, OR | Apr 2017 - Oct 2017 | < 1 |
| Tri Quest | Monmouth, OR | Apr 2016 - Oct 2017 | 1 |
| John's Waterproofing | Silverton, OR | Apr 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- OR
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Total Assets Under Management752MILLIONS
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Total Number of Accounts7,527ACCOUNTS
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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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