Alexander Swanson (CRD# 7586120) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Harvest, LLC | Winter Park, FL | Apr 2022 - Current | 2 |
One Florida Bank | Orlando, FL | Jan 2020 - Mar 2022 | 2 |
One Florida Bank | Orlando, FL | Feb 2019 - Jan 2020 | < 1 |
Iberiabank | Orlando, FL | Jul 2016 - Jan 2019 | 2 |
Iberiabank | New Orleans, LA | Nov 2015 - Jun 2016 | < 1 |
Graduated College | Gainesville, FL | Jun 2015 - Oct 2015 | < 1 |
University Of Florida | Gainesville, FL | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- FL
-
Total Assets Under Management372MILLIONS
-
Total Number of Accounts1,129ACCOUNTS
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Average Account Value$329,106
- 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
- Selection of other advisers (including private fund managers)
FL
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