Brian SwensenCRD 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 8 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|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|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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)
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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