AV
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Achilleas Vargiamis

6 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

501 Silverside Road, Suite 31, Wilmington, DE, 19809

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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

Achilleas is an independent life insurance agent appointed by various insurance carriers, recommending and selling life insurance and fixed indexed annuities through The Impact Partnership, LLC. He also works as a financial advisor for Patria Wealth Group, focusing on wealth management, insurance, and annuities; both activities take about a quarter of his time each.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
TD Private Client Wealth LLC
February 2019 - July 2021 · 2 yrs 5 mos
TD Private Client Wealth LLCBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.
Achilleas Vargiamis - Financial Advisor | TrueAdvisor