Randy Swartwood (CRD# 7555542) is an Investment Advisor Representative working at Teton Wealth Group LLC in Sandy, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teton Wealth Group | Murray, UT | May 2022 - Current | 1 |
| Genwealth Advisory Group | Sandy, UT | Apr 2022 - Current | 1 |
| New Millennium Group | Sandy, UT | Oct 2018 - Apr 2022 | 3 |
| Unemployed | South Jordan, UT | Jul 2018 - Oct 2018 | < 1 |
| At Home Nursing Care | Salt Lake City, UT | Oct 2006 - Jul 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- UT
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts2,108ACCOUNTS
-
Average Account Value$60,312
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, NV, UT
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