Barry
Swaim
Accruent Wealth Advisors
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About this Advisor
Barry Swaim is a certified financial planner operating out of Winston Salem, North Carolina with 3 years of relevant experience. Swaim is on the advisory team at Accruent Wealth Advisors. They have spent their entire employment at Accruent Wealth Advisors. Swaim holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina. Accruent Wealth Advisors is a financial advisory firm based in Winston Salem, NC. It controls $129 million in total assets among its 490 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 490 customer accounts, 50% are held by high-net-worth investors who have at least $1 million in assets. The company performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on the services provided. However, fees billed by Accruent Wealth Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accruent Wealth Advisors Brokerage Details
$129,110,965
3
490
$263,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barry Swaim Work History
Barry has been registered as a financial advisor for 3 years.*
Wealth Management Group, Inc
*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 Barry Swaim 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 Accruent Wealth Advisors
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
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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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.
