David
Swapp
Net Worth Advisory Group, LLC
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About this Advisor
David Swapp is a certified financial planner operating in Sandy, Utah with 18 years of relevant experience. Swapp is currently employed by Net Worth Advisory Group, LLC. They have been employed by Net Worth Advisory Group, Llc for their entire career. Swapp has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Utah. Net Worth Advisory Group, LLC is a registered investment business that has its headquarters in Sandy, UT. It oversees $524 million in assets across its 2,494 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,494 accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. Net Worth Advisory Group, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees billed by Net Worth Advisory Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Net Worth Advisory Group, LLC Brokerage Details
$524,432,617
16
2,494
$210,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Swapp Work History
David has been registered as a financial advisor for 18 years.*
Net Worth Advisory Group
*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 David Swapp 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 Net Worth Advisory Group, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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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.
