BC
BC

Bo Ruei Chen

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

1688 White Circle Nw, Marietta, GA, 30066

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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

Bo is an insurance agent at The Maverick Insurance, LLC, spending about a quarter of his time selling insurance and meeting with clients. He is also VP of Practice Development at The Impact Partnership, an insurance marketing organization, dedicating nearly full-time hours to recruiting advisors.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
February 2023 - Present · 3 yrs
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.