NB
NB

Nancy Selena Bullock-Swanson

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

1202 E Maryland Ave Suite 1J, Phoenix, AZ, 85014

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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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Other Business ActivitiesSells Insurance

Nancy is the President of Preferred Wealth Management, dedicating full-time hours to day-to-day operations. She also engages in insurance sales and brokerage services through various entities, dedicating about 10-20% of her time to each.

Employment History
Current Registrations
Independent Wealth Network, INC.
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
August 2017 - August 2019 · 2 yrs
Investment Advisors CORP
November 2016 - August 2017 · 9 mos
Broker Dealer Financial Services CORP.Broker
October 2014 - August 2017 · 2 yrs 10 mos
Cetera Advisor Networks LLCBroker
November 2004 - January 2014 · 9 yrs 2 mos
State Registrations9 states
AZCAFLIAMNNCNETXWI
Advisor
Exams
No exam information available for this advisor.
Nancy Selena Bullock-swanson - Financial Advisor | TrueAdvisor