Saxon Swindler (CRD# 7192651) is an Investment Advisor Representative working at Whipplewood Advisors, LLC in Littleton, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Whipplewood Advisors, LLC | Littleton, CO | Jun 2023 - Current | < 1 |
Janus Henderson Investors Us LLC | Denver, CO | Jun 2021 - May 2023 | 1 |
Janus Henderson Distributors Us LLC | Denver, CO | Jun 2021 - May 2023 | 1 |
Hire Connections | Denver, CO | Oct 2019 - Jun 2021 | 1 |
Big Ticket Sports | Littleton, CO | May 2019 - Aug 2019 | < 1 |
University Of Arizona | Tucson, AZ | Aug 2015 - May 2019 | 3 |
Warden High School | Warden, WA | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CO
-
Total Assets Under Management267MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$766,135
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, TX
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