Seth Swenson (CRD# 5330124) is an Investment Advisor Representative working at Orchid Wealth Management in Palo Alto, CA and has over 8 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homexpress Mortgage | San Francisco, CA | Dec 2017 - Current | 6 |
| Seth Swenson Dba Orchid Wealth Management | Palo Alto, CA | May 2016 - Current | 8 |
| Seth Swenson Dba Akamai Real Estate | Palo Alto, CA | Aug 2008 - Current | 15 |
| Seth Swenson Real Estate | Palo Alto, CA | Aug 2008 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,100,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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