David
Swift
Second 50 Financial
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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
Services Offered
Fee Structure
Office Location
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Second 50 Financial Brokerage Details
$221,795,817
5
397
$558,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Swift Work History
Second 50 Financial, LLC
Ashton Thomas Private Wealth
Ashton Thomas Insurance Agency
Royal Alliance Associates, Inc
Jhfn Sii
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
Manhattan Beach, CA
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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