Matthew
Miller
Impact Partnership Wealth, LLC
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About this Advisor
Matthew Miller is a financial advisor based in Marietta, Georgia, working with Impact Partnership Wealth, LLC. Matthew has previously held positions at Edward Jones, River Rocks, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, River Rock'S, Impact Partnership Wealth, LLC, Honor Insurance Group LLC, and Usa Wealth Services LLC. Matthew has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Matthew is part of Impact Partnership Wealth, LLC, which operates out of Marietta, Georgia. 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
Matthew Miller Work History
Impact Partnership Wealth, LLC
Usa Wealth Services LLC
Honor Insurance Group LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
River Rock'S
Edward Jones
River Rocks
Disclosures
Please visit the SEC profile of Matthew Miller 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
Denver, CO
Egg Harbor Twp, NJ
Alexandria, VA
Marietta, GA
Marietta, GA
Conyers, GA
Cranberry Township, PA
Plano, TX
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