Ian
Swafford
Missionsquare Retirement
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About this Advisor
Ian Swafford is a financial advisor based in Washington, District of Columbia, working with Missionsquare Retirement. Ian has previously held positions at Edward Jones, G4S, Lpl Financial, LLC, Missionsquare Investment Services, and Missionsquare Retirement. Ian has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Iowa. Currently, Ian is part of Missionsquare Retirement, which operates out of Washington, District of Columbia. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ian Swafford Work History
Missionsquare Investment Services
Missionsquare Retirement
Lpl Financial, LLC
Edward Jones
G4S
Disclosures
Please visit the SEC profile of Ian Swafford 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 Missionsquare Retirement
Glenview, IL
Champions Gate, FL
Washington, DC
Franklin Lakes, NJ
Washington, DC
Santa Clara, CA
Edgewood, WA
Glen Allen, VA
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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