DC
DC

Dawn Renee Carey

17 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
Loading...

Location

1688 White Circle Nw, Marietta, GA, 30066

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dawn works as an insurance agent with Phoenix Wealth Management, selling various insurance products since 2022. This takes about half of her time, with about a quarter of her time during trading hours.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Portsmouth - Smartlife Financial Group, LLC
December 2018 - December 2022 · 4 yrs
Trac Asset Management LLC
December 2017 - January 2019 · 1 yr 1 mo
Revere Securities LLCBroker
August 2016 - January 2017 · 5 mos
Money Concepts Advisory Service
May 2015 - August 2016 · 1 yr 3 mos
Money Concepts Capital CORPBroker
May 2015 - August 2016 · 1 yr 3 mos
Ridgeway Conger Advisory Services
January 2015 - May 2015 · 4 mos
Ridgeway Conger Advisory Services
October 2010 - December 2014 · 4 yrs 2 mos
Ridgeway & Conger, INC.Broker
October 2010 - May 2015 · 4 yrs 7 mos
Davis-Ross Investment Advisers, LLC
July 2010 - October 2010 · 3 mos
Next Financial Group, INC.Broker
February 2009 - April 2010 · 1 yr 2 mos
Next Financial Group, INC.
February 2009 - December 2009 · 10 mos
Fsc Securities Corporation
July 2008 - February 2009 · 7 mos
Fsc Securities CorporationBroker
March 2007 - February 2009 · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.