John Sweeden is a registered investment advisor, based in Richardson, TX, with 38 years of industry experience.
Location
100 N. Central Expwy, Ste 1205, Richardson, TX, 75080
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
John is an insurance sales agent for Five Star Insurance Group and sells equity indexed annuities through Avantax Insurance Agency. He also owns Five Star Partners (accounting/tax services) and Five Star Advisor Partners, LLC, and is an elected official for the North Texas Municipal Water District; taking about half of John's time for Five Star Advisor Partners.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.