Eric
Sands
Impact Partnership Wealth, LLC
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About this Advisor
Eric Sands is a financial advisor based in Fort Lauderdale, Florida. Sands works at Impact Partnership Wealth, LLC. The advisor has gained experience at Next Financial Group Inc, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services and Impact Partnership Wealth, LLC. Sands maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Impact Partnership Wealth, LLC is an advisory company operating out of Kennesaw, GA. The company has offices in 30 locations and a total of 37 employees. It handles $292 million in assets between its 2,042 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,042 customer accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules depend on the type of financial services provided. Fees charged by Impact Partnership Wealth, LLC can include 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
Eric Sands Work History
Eric has been registered as a financial advisor for 0 years.*
Impact Partnership Wealth, LLC
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Next Financial Group Inc
*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 Eric Sands 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
Anaheim, CA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Fort Lauderdale, FL
Kennesaw, GA
Kennesaw, GA
Winston Salem, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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