GM
George A. Martin
IMPACT PARTNERSHIP WEALTH
Lenoir, NC 28645
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CRD#: 2940200
GM
Professional summary
George Allen Martin is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Lenoir, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. George has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
Four Plus One, Inc., DBA Charter Financial Group; Yes Investment Related; 921 Hwy 321 NW, Ste 106, Hickory, NC 28601; Insurance Sales; Owner/Insurance Agent; 11/1999; Approx. 30 hours a month; Approx. 15 hours during trading; Property and Casualty Agency and Fixed Indexed Annuity Sales.
CRS (Client Relationship Summary) - RIA
Click below to view George Allen Martin'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
October 22, 2025 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 808 Harper Ave Unit 203, Lenoir, NC 28645RIA
CRD#: 313928
Lenoir, NC
Past
March 21, 2018 - October 16, 2025
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Lenoir, NC
Past
September 6, 2013 - December 13, 2017
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
HICKORY, NC
Past
September 6, 2013 - December 13, 2017
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
HICKORY, NC
Past
January 2, 2013 - September 11, 2013
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
RALEIGH, NC
Past
April 1, 2011 - December 31, 2012
CIC ADVISERS, LLC
RIA
CRD#: 130735
RALEIGH, NC
Past
April 1, 2011 - September 11, 2013
CAPITAL INVESTMENT GROUP, INC.
BD
CRD#: 14752
HICKORY, NC
Past
February 2, 2011 - April 4, 2011
SYNERGY INVESTMENT GROUP, LLC
RIA
CRD#: 46035
HICKORY, NC
Past
January 3, 2011 - April 4, 2011
SYNERGY INVESTMENT GROUP, LLC
BD
CRD#: 46035
HICKORY, NC
Past
July 17, 2009 - October 5, 2009
SYNERGY INVESTMENT GROUP, LLC
BD
CRD#: 46035
HICKORY, NC
Past
March 19, 2007 - August 7, 2007
SYNERGY INVESTMENT GROUP, LLC
BD
CRD#: 46035
HICKORY, NC
Past
March 1, 2000 - April 19, 2005
SYNERGY INVESTMENT GROUP, LLC
BD
CRD#: 46035
CHARLOTTE, NC
Past
September 17, 1997 - February 10, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
North Carolina(10/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
