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
  • Educational seminars/workshops
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 - 7 of 7 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 23 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 22 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
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.

5
Sara R. Matlock
CRD#: 4023055
900 South Capital Of Texas, Ste 155, Austin, TX 78746
93
Wealthminder
score

Sara Matlock (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.

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 21 years of experience in the finance industry.

7
Mark K. Dickens
CRD#: 5540046
900 South Capital Of Texas, Ste 155, Austin, TX 78746
88
Wealthminder
score

Mark Dickens (CRD# 5540046) is an Investment Advisor Representative working at Swbc Investment Advisory Services LLC in Austin, TX and has 1 year of experience in the finance industry.

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