RS
CFP
RS
CFP

Robert Nelson Swansboro

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

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Location

3230 Central Park West Drive, Suite 200A, Toledo, OH, 43617

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gryphon Financial Partners
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
F.N.B. Investment Advisors INC
October 2008 - July 2012 · 3 yrs 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.