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Edward William Nolan

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1688 White Circle NW, Marietta, GA, 30066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward is the VP of Sales at The Impact Partnership, LLC, where he identifies and recommends sales ideas and strategies to independent life insurance agents. This non-investment related activity takes up more than full-time hours each month, all during trading hours.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Retirement Wealth Advisors, LLC
May 2016 - December 2020 · 4 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.