Biran
Herndon
Impact Partnership Wealth, LLC
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About this Advisor
Biran Herndon is a financial advisor operating out of Vero Beach, Florida who has 1 year of relevant experience. Herndon currently works for Impact Partnership Wealth, LLC. Their career trajectory has included roles at Elite Tax Advisory Services, LLC, Bch Financial, Inc, Bch Retirement Advisors LLC, Forta Financial Group, Inc, Lifepro Asset Management, LLC, Brookstone Wealth Advisors and Impact Partnership Wealth, LLC. Herndon maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Impact Partnership Wealth, LLC is a registered investment business that has its headquarters in Kennesaw, GA. The investment advisory business has offices in 30 locations and a total of 37 people on staff. It handles $292 million in total assets between its 2,042 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,042 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. Impact Partnership Wealth, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types charged by Impact Partnership Wealth, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$291,965,318
37
2,042
$142,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Biran Herndon Work History
Biran has been registered as a financial advisor for 1 years.*
Impact Partnership Wealth, LLC
Elite Tax Advisory Services, LLC
Brookstone Wealth Advisors
Lifepro Asset Management, LLC
Forta Financial Group, Inc
Bch Financial, Inc
Bch Retirement Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Biran Herndon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Anaheim, CA
Kennesaw, GA
Monmouth, OR
Fort Lauderdale, FL
Kennesaw, GA
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