Scott Swander (CRD# 4516180) is an Investment Advisor Representative working at Lpl Financial LLC in Nashville, TN and has over 21 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Nashville, TN | Nov 2023 - Current | < 1 |
| Raymond James Financial Services Advisors Inc. | Little Rock, AR | Jun 2016 - Nov 2023 | 7 |
| Synergy Wealth Management | Nashville, TN | Jun 2016 - Nov 2023 | 7 |
| Raymond James Financial Services, Inc. | Little Rock, AR | May 2016 - Nov 2023 | 7 |
| Securities America Advisors, Inc. | Little Rock, AR | Apr 2007 - May 2016 | 9 |
| Securities America, Inc. | Little Rock, AR | Apr 2007 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- TN
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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