Brian
Sweeney
Sweeney & Michel, LLC
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About this Advisor
Brian Sweeney is a financial advisor who works in Chico, California with 7 years of industry experience. Sweeney is currently employed by Sweeney & Michel, LLC. Throughout their career, Sweeney has worked at Cetera Advisor Networks LLC, Asset Management Group, Lakewest Properties, Bcd Group, Inc, Sweeney And Michel LLC and Sweeney & Michel, LLC. Sweeney has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Sweeney & Michel, LLC is a firm that has its headquarters in Chico, CA. It manages $424 million in assets between its 1,095 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 1,095 accounts, 20% belong to high-net-worth individuals who have more than $1 million in investable assets. Sweeney & Michel, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually depend on which services are offered. Fee types charged by Sweeney & Michel, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sweeney & Michel, LLC Brokerage Details
$423,475,721
4
1,095
$386,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Sweeney Work History
Brian has been registered as a financial advisor for 7 years.*
Sweeney And Michel LLC
Sweeney & Michel, LLC
Lakewest Properties
Asset Management Group
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Bcd Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Sweeney 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 Sweeney & Michel, LLC
Chico, CA
Chico, CA
Chico, CA
Chico, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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