David
Swift
Second 50 Financial
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About this Advisor
David Swift is a financial advisor based in Manhattan Beach, California with a total of 1 year of industry experience. Swift is currently employed by Second 50 Financial. During their career, Swift has held roles 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. Swift maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Illinois and Texas. Second 50 Financial is an advisory firm that has its headquarters in Manhattan Beach, CA. The investment advisory business has just four advisors. It manages $195 million in assets between its 373 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 373 client accounts, 45% are associated with high-net-worth clients who have more than $1 million in assets. Second 50 Financial performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by Second 50 Financial most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Second 50 Financial Brokerage Details
$194,716,132
4
373
$522,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Swift Work History
David has been registered as a financial advisor for 1 years.*
Second 50 Financial, LLC
Ashton Thomas Private Wealth
Ashton Thomas Insurance Agency
Royal Alliance Associates, Inc
Jhfn Sii
Signature Estate & Investment Advisors, LLC
*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 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 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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