Shane Swift
Shane Swift is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Moline, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
615 35th Ave, Moline, IL, 61265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane operates under the DBAs SBS Private Wealth Management since 2008, spending all of his time on it, and SBS Financial since 2019, also spending all of his time on it. SBS Financial is an entity for Shane's LPL business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
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