Daniel
Wolford
Swisher Financial Concepts, Inc
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About this Advisor
Daniel Wolford is a financial advisor based in Westerville, Ohio, working with Swisher Financial Concepts, Inc. Daniel has previously held positions at The O.N. Equity Sales Company, Swisher Financial Concepts, Inc, and Private Client Services. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Daniel is part of Swisher Financial Concepts, Inc, which operates out of Westerville, Ohio. The firm has 1 office and 7 employees. The firm manages assets totaling $222.7 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 pension consulting services. The fee structure at Swisher Financial Concepts, Inc includes asset-based, hourly, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Swisher Financial Concepts, Inc Brokerage Details
$222,738,943
7
1,244
$179,051
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Wolford Work History
Swisher Financial Concepts, Inc
Private Client Services
Swisher Financial Concepts, Inc
The O.N. Equity Sales Company
Disclosures
Please visit the SEC profile of Daniel Wolford 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 Swisher Financial Concepts, Inc
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, OH
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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