BI
BI

Brit Chelsee Inman-Swanson

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

Loading...

Location

7021 Kewanee Ave, 4-102, Lubbock, TX, 79424

Get directions

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.

Learn about disclosures →
Other Business Activities

Brit is a lawyer who may offer clients advice or products related to this activity. She also serves as a partner in Kyle Swanson Farming operations and as Vice President of Swanky, Inc., a cotton farming business, dedicating about half her time to managing this business.

Employment History
Current Registrations
Amicus Financial Advisors, LLC
March 2018 - Present · 7 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.