Paul Swift (CRD# 4549317) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dublin, OH and has over 21 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Dublin, OH | Aug 2022 - Current | 1 |
| Massmutual Life Insurance Company | Dublin, OH | Apr 2016 - Current | 8 |
| Penn Mutual Life Insurance Company | Columbus, OH | Dec 2021 - Aug 2022 | < 1 |
| Hornor Townsend & Kent LLC | Columbus, OH | Jun 2021 - Aug 2022 | 1 |
| Ohio National Financial Services | Dublin, OH | Nov 2017 - Dec 2021 | 4 |
| G.a. Repple & Co | Dublin, OH | Mar 2020 - Jun 2021 | 1 |
| Regulus Advisors, LLC | Dublin, OH | Feb 2018 - Mar 2020 | 2 |
| Regal Investment Advisors, LLC | Dublin, OH | Feb 2018 - Mar 2020 | 2 |
| Mml Investors Services | Dublin, OH | Aug 2016 - Nov 2017 | 1 |
| Gurdian Life Insurance | Worthington, OH | Mar 2005 - Jun 2016 | 11 |
| Park Avenue Securities LLC | Worthington, OH | Mar 2005 - Jun 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
- OH
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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