Darin Swall (CRD# 7012548) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 3 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
O'connell Investments And Insurance Services, LLC | Eugene, OR | Jun 2020 - Current | 3 |
The Annuity Guys, Inc. | Boise, ID | Mar 2008 - Current | 16 |
The Leaders Group | Littleton, CO | Sep 2018 - May 2020 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- ID
- OR
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$330,899
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, ID, LA, NC, OR, TX, VA, WA
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