Swbc Investment Advisory Services LLC

Swbc Investment Advisory Services LLC (CRD# 156155) is a financial advisory firm headquartered in Austin, TX. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Swbc Investment Advisory Services LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard T. Allison
CRD#: 719122
900 South Capital Of Texas, Ste 155, Austin, TX 78746
96
Wealthminder
score

Richard Allison (CRD# 719122) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 22 years of experience in the finance industry.

2
John P. Atwill
CRD#: 2706097
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

John Atwill (CRD# 2706097) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 21 years of experience in the finance industry.

3
Brian C. Aylieff
CRD#: 4490085
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

Brian Aylieff (CRD# 4490085) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 15 years of experience in the finance industry.

4
Sara R. Bell
CRD#: 4023055
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

Sara Bell (CRD# 4023055) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 17 years of experience in the finance industry.

5
Bradley D. Ferguson
CRD#: 4251533
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

Bradley Ferguson (CRD# 4251533) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 17 years of experience in the finance industry.

6
Richard L. Simpson
CRD#: 1199048
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

Richard Simpson (CRD# 1199048) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.