RB
Robbin P. Broome
IMPACT PARTNERSHIP WEALTH
Easley, SC 29640
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CRD#: 2517550
RB
Professional summary
Robbin Perry Broome is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Easley, South Carolina.
Robbin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robbin has worked at 7 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) ROBBIN BROOME INC; YES INVESTMENT RELATED; 103 WEST 1ST AVE EASLEY, SC 29640; FINANCIAL SERVICES; PRESIDENT; 06/1982; 80HRS/MO DEVOTED; 8 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. MEET WITH CLIENTS AND OFFER FINANCIAL PRODUCTS THAT BEST FIT THEIR NEEDS. 2.) THE SMART LIFESTYLE; NON INVESTMENT RELATED; 810-C POWDERSVILLE RD, EASLEY, SC 29642; NON-PROFIT TEACHES FISCAL AWARENESS IN CHURCHES, SCHOOLS, LIBRARIES AND COMMUNITY CENTERS; PRESIDENT; 08/2013; 8HRS/MO DEVOTED; 8HRS/MO DEVOTED DURING SECURITY TRADING HOURS; PRIMARY SOURCE OF LEADING AND TEACHING THE WORKSHOP WITH RESPECT TO FISCAL AWARENESS.
CRS (Client Relationship Summary) - RIA
Click below to view Robbin Perry Broome's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 30, 2023 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 103 West 1st Ave, Easley, SC 29640RIA
CRD#: 313928
Easley, SC
Past
April 5, 2016 - July 13, 2023
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Easley, SC
Past
October 30, 2013 - March 24, 2016
HARBINGER ASSET MANAGEMENT, LLC
RIA
CRD#: 146811
EASLEY, SC
Past
September 3, 2010 - October 4, 2013
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
EASLEY, SC
Past
January 9, 2008 - August 30, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
EASLEY, SC
Past
October 21, 2002 - January 14, 2008
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
EASLEY, SC
Past
September 28, 1995 - September 30, 2002
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
ANAHEIM, CA
Past
September 6, 1994 - September 12, 1995
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(5/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Easley, SC 29640TRUST BUT VERIFY
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