Danielle SwanceyCRD Number: 5535607
Current Firm: Vanguard Advisers Inc.
Danielle Swancey (CRD# 5535607) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Danielle Swancey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|The Vanguard Group, Inc.||Scottsdale, AZ||Jan 2014 - Current||3|
|Bma Securities||Scottsdale, AZ||May 2008 - Dec 2013||5|
|Exeter Financial LLC||Scottsdale, AZ||Aug 2007 - Dec 2013||6|
|Gilbert House||Gilbert, AZ||Oct 2010 - Mar 2012||1|
|The Good Egg||Mesa, AZ||Dec 2001 - Jan 2010||8|
|Security Mortgage Corp.||Phoenix, AZ||Aug 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients