Frederick
Whitford
Impact Partnership Wealth, LLC
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About this Advisor
Frederick Whitford is a financial advisor based in Port Orange, Florida, working with Impact Partnership Wealth, LLC. Frederick has previously held positions at Retirement Design Group, Inc, Nelson Brothers Inc, Emerson Equity LLC, Medx Halo /Pactox Laboratories, Winter Park Resort, Brookstone Capital Management, First Line Financial, Inc, Advisor Share Wealth Management, Svn Denver Commercial, Oxygen To You, Specialized Advisors, LLC, Jd Mellberg LLC, and Impact Partnership Wealth, LLC. Frederick has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Colorado and Florida. Currently, Frederick is part of Impact Partnership Wealth, LLC, which operates out of Port Orange, Florida. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Frederick Whitford Work History
Impact Partnership Wealth, LLC
Advisor Share Wealth Management
Oxygen To You
Retirement Design Group, Inc
First Line Financial, Inc
Brookstone Capital Management
Specialized Advisors, LLC
Jd Mellberg LLC
Svn Denver Commercial
Medx Halo /Pactox Laboratories
Winter Park Resort
Nelson Brothers Inc
Emerson Equtiy LLC
Disclosures
Please visit the SEC profile of Frederick Whitford 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
Alexandria, VA
Marietta, GA
Denver, CO
Egg Harbor Twp, NJ
Marietta, GA
Plano, TX
Cranberry Township, PA
Conyers, GA
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