J. Adam Swarr, financial advisor Charlotte NC

J. Adam Swarr

CRD Number: 5993607
Current Firm: Alight Financial Advisors, LLC

J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 5 years of experience in the finance industry.  

 

Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money.  We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money. We call it The Thrivent Way.  We create financial strategies that help Christians be wise with money and live generously. We offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, we've helped our member-owners show God's love to others by being good stewards of the gifts they've been given..

CONTACT
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Company Name Location Dates Years
Alight Financial Advisors Charlotte, NC Apr 2020 - Current 3
Santander Bank, Na Boston, MA Sep 2018 - Mar 2020 1
Santander Securities, LLC Dorchester, MA Sep 2018 - Mar 2020 1
Hornor Townsend & Kent Inc. Horsham, PA May 2018 - Sep 2018 < 1
Penn Mutual Life Insurance Co Horsham, PA Apr 2018 - Sep 2018 < 1
Thrivent Financial For Lutherans Appleton, WI May 2013 - Apr 2018 4
Thrivent Investment Management Inc. Elizabethtown, PA Mar 2013 - Apr 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for J. Adam Swarr
By the Numbers
  • Total Assets Under Management
    30,803
    MILLIONS
  • Total Number of Accounts
    238,735
    ACCOUNTS
  • Average Account Value
    $129,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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