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Jerry Scott Swiney

PARK SQUARE FINANCIAL GROUP, LLC·ROSWELL, Georgia
Clean recordPARK SQUARE FINANCIAL GROUP, LLC
55 PARK SQUARE, ROSWELL, GA 30075CRD# 4312698Firm CRD# 332268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Scott Swiney · ROSWELL, GA
Registration
CRD #4312698 · PARK SQUARE FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerry Scott Swiney is a registered financial advisor based in ROSWELL, Georgia, affiliated with PARK SQUARE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARK SQUARE FINANCIAL GROUP, LLC
PARK SQUARE FINANCIAL GROUP LLC
AUM
$108M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PARK SQUARE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4312698
Firm CRD# 332268
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Scott Swiney offer?
Jerry Scott Swiney specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Jerry Scott Swiney's credentials?
Jerry Scott Swiney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Scott Swiney located?
Jerry Scott Swiney is based in ROSWELL, Georgia, working with PARK SQUARE FINANCIAL GROUP, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Jerry Scott Swiney charge for services?
Jerry Scott Swiney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARK SQUARE FINANCIAL GROUP, LLC?
PARK SQUARE FINANCIAL GROUP, LLC has approximately 8 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Donald Leonard Ruffin
ROSWELL, GA

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Research
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