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Christopher Thomas Sheridan

2 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

983 O'kelly St SE, Conyers, GA, 30012

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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

Christopher owns The Sheridan Group, an insurance agency where he helps clients with health insurance products and annuities, dedicating full-time hours to it. He also performs administrative duties for Sheridan & Associates, another insurance agency, for a few hours per week.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Christopher Thomas Sheridan - Financial Advisor | TrueAdvisor