Holly SwihartCRD Number: 4601872
Current Firm: Lincoln Financial Advisors Corporation
Holly Swihart (CRD# 4601872) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 10 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Lincoln Financial Advisors||Fort Wayne, IN||Nov 2006 - Current||11|
|Lincoln National Life Insurance Co||Fort Wayne, IN||Nov 2006 - Apr 2007||< 1|
|A.g. Edwards & Sons, Inc.||St. Louis, MO||Dec 2000 - Nov 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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