Lindsey
Swanson
Brio Financial Group
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About this Advisor
Lindsey Swanson is a financial advisor based in San Francisco, California, working with Brio Financial Group. Lindsey has previously held positions at Pittenger & Anderson Inc, Norland International, Tci Wealth Advisors, Schultz Financial Group, Releve Financial Group, Brightscape Investment Centers, Inc, Lindsey Swanson, LLC, Origin Financial, Great Lakes Investment Management, Scoops Of Vanilla, Real Estate Wealth Planning, Brio Financial Group, and Midlands Financial. Lindsey has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lindsey is part of Brio Financial Group, which operates out of San Francisco, California. The firm has 1 office and 18 employees. The firm manages assets totaling $699.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Brio Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brio Financial Group Brokerage Details
$699,436,909
18
2,899
$241,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lindsey Swanson Work History
Brio Financial Group
Scoops Of Vanilla
Real Estate Wealth Planning
Lindsey Swanson, LLC
Origin Financial
Great Lakes Investment Management
Brightscape Investment Centers, Inc
Schultz Financial Group
Releve Financial Group
Tci Wealth Advisors
Pittenger & Anderson Inc
Norland International
Midlands Financial
Disclosures
Please visit the SEC profile of Lindsey Swanson 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 Brio Financial Group
San Francisco, CA
San Francisco, CA
San Francisco, CA
Denver, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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