DS
DS

David Steven Swan

2 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,572 clients
Average Client Portfolio
$644K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
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Location

5320 Northshore Drive, North Little Rock, AR, 72118

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

David is an independent insurance agent licensed in CA and WI since 2019, selling life, accident, and health insurance, dedicating nearly full-time hours to this activity. He also works as an insurance agent and investment advisor with Fortress Financial Group, Inc. since 2020.

Employment History
Current Registrations
Sowell Management
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.