River Swanson (CRD# 7796272) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Warrington, PA | Jan 2024 - Current | < 1 |
| Pruco Securities LLC | Warrington, PA | Jul 2023 - Current | < 1 |
| Jade Tool And Die Company/align Precision Of Huntington Valley | Huntington Valley, PA | Jul 2021 - Jul 2023 | 2 |
| Bccc Preapprenticeship Program (education) | Bristol, PA | May 2021 - Jul 2021 | < 1 |
| Smokin' Joe's Tobacco Shop | Morrisville, PA | Feb 2021 - May 2021 | < 1 |
| Unemployed | Morrisville, PA | Dec 2020 - Feb 2021 | < 1 |
| S-mart | Lodi, CA | Apr 2020 - Nov 2020 | < 1 |
| Full Time Education | Sacramento/lodi, CA | Sep 2008 - Mar 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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