Sue SwankCRD Number: 1194719
Current Firm: Lincoln Investment
Sue Swank (CRD# 1194719) is an Investment Advisor Representative working at Lincoln Investment in Clearwater, FL and has over 22 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lincoln Investment||Greenville, OH||Aug 2010 - Current||7|
|Great American Advisors, Inc.||Bradford, OH||Aug 2002 - Current||15|
|Bowman Family Limited Partnership||Greenville, OH||Jan 2001 - Current||16|
|Midwest Employee Benefits Group||Pleasant Hills, OH||Jan 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1994|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV