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Brian George Swim

LINCOLN CAPITAL, LLC·LINCOLN, Nebraska
Unclaimed Profile
6003 OLD CHENEY RD, LINCOLN, NE 68516CRD# 5045181Firm CRD# 168307
01

About

Brian George Swim is a registered financial advisor based in LINCOLN, Nebraska, affiliated with LINCOLN CAPITAL, 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
03

Firm Overview

Firm
LINCOLN CAPITAL, LLC
LINCOLN CAPITAL, LLC
AUM
$644M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LINCOLN CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5045181
Firm CRD# 168307
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian George Swim offer?
Brian George Swim specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Brian George Swim's credentials?
Brian George Swim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian George Swim located?
Brian George Swim is based in LINCOLN, Nebraska, working with LINCOLN CAPITAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Brian George Swim charge for services?
Brian George Swim'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 LINCOLN CAPITAL, LLC?
LINCOLN CAPITAL, LLC has approximately 9 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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