Brian Swensen, financial advisor Hingham MA
93 score

Brian Swensen

CRD Number: 5616334
Current Firm: 1st Global Advisors Inc.

Brian Swensen (CRD# 5616334) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Hingham, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp. Hingham, MA Sep 2011 - Current 5
1st Global Advisors, Inc. Hingham, MA Aug 2011 - Current 5
Mcconnell Rothman & Company, P.c. Hingham, MA Jun 2011 - Current 5
1st Global Capital Corp. Fall River, MA Dec 2008 - Apr 2011 2
1st Global Advisors, Inc. Fall River, MA Dec 2008 - Apr 2011 2
Perry & St. George Cpa's Fall River, MA Oct 2008 - Apr 2011 2
Level 1 Maintenance Dedham, MA Jun 2008 - Oct 2008 < 1
Grandmaison & Tripoli, LLC Danvers, MA Feb 2008 - May 2008 < 1
University Of Massacusettes - Dartmouth N. Dartmouth, MA Aug 2006 - May 2008 1
University Of Massachusetts Dartmouth, MA Aug 2003 - May 2008 4
Southern Essex County Registry Of Deeds Salem, MA Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Brian J. Swensen
Phone Number: 214-294-5000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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