Impact Financial, LLC

Impact Financial, LLC (CRD# 323394) is a financial advisory firm headquartered in Henrico, VA. They manage $17,074,969 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 29005, Henrico, VA 23242
https://www.impactfinancialva.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $164,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Impact Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Walter Jessee, financial advisor Henrico VA
Walter T. Jessee
CRD#: 6647549
Henrico, VA

Walter Jessee (CRD# 6647549) is an Investment Advisor Representative working at Impact Financial, LLC in Henrico, VA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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