Thomas Phelan (CRD# 7884042) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Plano, TX and has 1 year of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta, GA | Mar 2024 - Current | < 1 |
| Blue Monarch Financial | Plano, TX | Mar 2024 - Current | < 1 |
| Unemployed | Martinez, CA | Aug 2023 - Mar 2024 | < 1 |
| Dell Technlogies | Round Rock, TX | Aug 2016 - Aug 2023 | 7 |
| Kovarus | San Ramon, CA | Dec 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
- TX
-
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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