Shawn
Swanson
Brokers International Financial Services, LLC
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About this Advisor
Shawn Swanson is a financial advisor based in Columbus, Ohio, working with Brokers International Financial Services, LLC. Shawn has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, and Brokers International Financial Services. Shawn has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Shawn is part of Brokers International Financial Services, LLC, which operates out of Columbus, Ohio. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$2,000,456,128
260
11,566
$172,960
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shawn Swanson Work History
Brokers International Financial Services
Sterne Agee Financial Services, Inc
Wrp Investments, Inc
Disclosures
Please visit the SEC profile of Shawn Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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