Sloan SwansonCRD Number: 4474868
Current Firm: Thornburg Investment Management Inc.
Sloan Swanson (CRD# 4474868) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 14 years of experience in the finance industry.
Longview Asset Management, LLC
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
|Thornburg Investment Management||Santa Fe, NM||Oct 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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