Thomas
Walker
Impact Partnership Wealth, LLC
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About this Advisor
Thomas Walker is a financial advisor based in Charlotte, North Carolina, working with Impact Partnership Wealth, LLC. Thomas has previously held positions at Impact Partnership Wealth, LLC, Walker Capital Preservation Group, Government Personnel Mutual, and Walker Capital Prosperity Group. Thomas has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Thomas is part of Impact Partnership Wealth, LLC, which operates out of Charlotte, North Carolina. 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
Thomas Walker Work History
Impact Partnership Wealth, LLC
Walker Capital Prosperity Group
Walker Capital Preservation Group
Government Personnel Mutual
Disclosures
Please visit the SEC profile of Thomas Walker 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
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Cranberry Township, PA
Marietta, GA
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