Jerry
Swiney
Park Square Financial Group LLC
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About this Advisor
Jerry Swiney is a financial advisor based in Hoover, Alabama, working with Park Square Financial Group LLC. Jerry has previously held positions at Signator Investors, Inc, Fsc Securities Corp, Lion Street Financial, Csenge Advisory Group, LLC, Fsc Securities, Transamerica Financial Advisors, Transamerica Financial Advisors, Inc, Park Square Financial Group, LLC, and Park Square Financial Group. Jerry has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Georgia, and Texas. Currently, Jerry is part of Park Square Financial Group LLC, which operates out of Hoover, Alabama. The firm has 2 offices and 8 employees. Park Square Financial Group LLC manages assets totaling $208.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Park Square Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Square Financial Group LLC Brokerage Details
$208,169,989
8
736
$282,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jerry Swiney Work History
Park Square Financial Group
Park Square Financial Group, LLC
Lion Street Financial
Csenge Advisory Group, LLC
Signator Investors, Inc
Fsc Securities Corp
Fsc Securities
Transamerica Financial Advisors
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Jerry Swiney 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 Park Square Financial Group LLC
Roswell, GA
Roswell, GA
Hoover, AL
Roswell, GA
Roswell, GA
Roswell, GA
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