Financial Advisors at Southwestern Investment Advisory Services, Llc

Southwestern Investment Advisory Services, Llc

Southwestern Investment Advisory Services, Llc offers portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as insurance broker or agent, registered representative of a broker-dealer.

Background Background

Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

A percentage of assets under management

Fixed fees

Operations

Insurance broker or agent

Registered representative of a broker-dealer

8

Branches

80

Employees

80

Investment Advisors

80

Employees

80

Investment Advisors

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Client Types

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100.0%

10,279

Account Overview

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