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Daniel Edward Wolford

SWISHER FINANCIAL CONCEPTS, INC.·WESTERVILLE, Ohio
Unclaimed Profile
612 OFFICE PARKWAY, WESTERVILLE, OH 43082CRD# 2886642Firm CRD# 121384
01

About

Daniel Edward Wolford is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with SWISHER FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC.
AUM
$223M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SWISHER FINANCIAL CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 2886642
Firm CRD# 121384
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Edward Wolford offer?
Daniel Edward Wolford specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Daniel Edward Wolford's credentials?
Daniel Edward Wolford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Edward Wolford located?
Daniel Edward Wolford is based in WESTERVILLE, Ohio, working with SWISHER FINANCIAL CONCEPTS, INC.. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Daniel Edward Wolford charge for services?
Daniel Edward Wolford's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWISHER FINANCIAL CONCEPTS, INC.?
SWISHER FINANCIAL CONCEPTS, INC. has approximately 7 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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