David
Swift

Second 50 Financial

CRD#5708601
Investment Advisor
in Manhattan Beach, CA

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About this Advisor

David Swift is a financial advisor based in Manhattan Beach, California, working with Second 50 Financial. David has previously held positions at Signature Estate & Investment Advisors, LLC, Jhfn Sii, Royal Alliance Associates, Inc, Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, and Second 50 Financial, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Illinois, and Texas. Currently, David is part of Second 50 Financial, which operates out of Manhattan Beach, California. The firm has 2 offices and 5 employees. The firm manages assets totaling $221.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Second 50 Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 N. Sepulveda Blvd Suite 300
Manhattan Beach, CA 90266

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Second 50 Financial Brokerage Details

Total Assets Under Management

$221,795,817

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

397

CA Average: 3,727
Average Account Size

$558,680

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Swift Work History

2021 - Present (3 years)

Second 50 Financial, LLC

2021 - 2022 (1 year)

Ashton Thomas Private Wealth

2021 - 2022 (1 year)

Ashton Thomas Insurance Agency

2018 - 2021 (3 years)

Royal Alliance Associates, Inc

2013 - 2018 (5 years)

Jhfn Sii

2012 - 2021 (9 years)

Signature Estate & Investment Advisors, LLC

Disclosures

Please visit the SEC profile of David Swift 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 Second 50 Financial

David Swift
Manhattan Beach, CA
Kathleen Adams
Manhattan Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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