Amy
Ross
Impact Partnership Wealth, LLC
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About this Advisor
Amy Ross is a financial advisor based in Myrtle Beach, South Carolina, working with Impact Partnership Wealth, LLC. Amy has previously held positions at Impact Partnership Wealth LLC, Landaeur Medical Physics, Hca-Grand Strand Medical Center, Aider Insurance Group, Gold Shield Wealth Management LLC, and Gold Shield Wealth Financial LLC. Amy has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Amy is part of Impact Partnership Wealth, LLC, which operates out of Myrtle Beach, South Carolina. The firm has 79 offices and 78 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$1,682,147,707
78
10,237
$164,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amy Ross Work History
Impact Partnership Wealth LLC
Gold Shield Wealth Management LLC
Gold Shield Wealth Financial LLC
Aider Insurance Group
Hca-Grand Strand Medical Center
Landaeur Medical Physics
Disclosures
Please visit the SEC profile of Amy Ross 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
Marietta, GA
Hyattsville, MD
The Villages, FL
Hyattsville, MD
Charlotte, NC
Burnsville, MN
Alexandria, VA
Saint Louis, MO
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