Philip Swann (CRD# 6638743) is an Investment Advisor Representative working at Well-planned Financial LLC in Staunton, VA and has over 8 years of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2208417
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Well-planned Financial LLC | Staunton, VA | May 2019 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Apr 2019 | < 1 |
| Providence Asset Management, LLC | Charlottsville, VA | Oct 2018 - Apr 2019 | < 1 |
| The Henderson Group | Staunton, VA | Apr 2016 - Oct 2018 | 2 |
| Swann Construction, Inc. | Staunton, VA | Apr 1985 - Jun 2017 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2019 |
- VA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$248,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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