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John Dodgen Swanson

BUCKHEAD CAPITAL MANAGEMENT, LLC·ATLANTA, Georgia
Series 65Clean record22 years registeredBUCKHEAD CAPITAL MANAGEMENT, LLC
3100 CUMBERLAND BOULEVARD, ATLANTA, GA 30339-5995CRD# 2521407Firm CRD# 110707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Dodgen Swanson · ATLANTA, GA
Registration
CRD #2521407 · BUCKHEAD CAPITAL MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BUCKHEAD CAPITAL MANAGEMENT, LLC
Mar 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 25, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKHEAD CAPITAL MANAGEMENT, LLC
CRD 110707 · SEC 801-57810
AUM
$3.9B
Regulatory assets under management
Employees
11
310 client accounts
Services offered by BUCKHEAD CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUCKHEAD CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does John Dodgen Swanson offer?
John Dodgen Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are John Dodgen Swanson's credentials?
John Dodgen Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Dodgen Swanson located?
John Dodgen Swanson is based in ATLANTA, Georgia, working with BUCKHEAD CAPITAL MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does John Dodgen Swanson charge for services?
John Dodgen Swanson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKHEAD CAPITAL MANAGEMENT, LLC?
BUCKHEAD CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Walter Eugene Dupre
ATLANTA, GA

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Research
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