Keely Swartwood
Keely Swartwood is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montoursville, PA, with 3 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
190 Choate Cir Ste B, Montoursville, PA, 17754
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keely is an associate/employee at Allegiance Tax Services, where she prepares tax returns for individuals and businesses. This activity takes about 10-20% of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
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