Lucas
Swygard
James River Asset Management, LLC
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About this Advisor
Lucas Swygard is a financial advisor based in Midlothian, Virginia, working with James River Asset Management, LLC. Lucas has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, James River Asset Management, Valmark Securities, Inc, Virginia Commercial Finance, J.W. Cole Financial, Inc, James River Wealth Advisors, Financial Engines Advisors L.L.C, and James River Asset Management LLC. Lucas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland, North Carolina, and Virginia. Currently, Lucas is part of James River Asset Management, LLC, which operates out of Midlothian, Virginia. The firm has 10 employees and manages assets totaling $149.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at James River Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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James River Asset Management, LLC Brokerage Details
$149,107,917
10
646
$230,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lucas Swygard Work History
James River Asset Management LLC
Financial Engines Advisors L.L.C
James River Asset Management
J.W. Cole Financial, Inc
James River Wealth Advisors
Virginia Commercial Finance
Valmark Securities, Inc
Northwestern Mutual Investment Services, LLC
James River Asset Management
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Lucas Swygard 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 James River Asset Management, LLC
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
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