AdvisorOS Directory
Claim Profile
DR

David Franklin Ramage

SWAIMBROWN WEALTH MANAGEMENT LLC·CLINTON, South Carolina
Unclaimed Profile
301 NORTH BROAD STREET, CLINTON, SC 29325CRD# 4201521Firm CRD# 133492
01

About

David Franklin Ramage is a registered financial advisor based in CLINTON, South Carolina, affiliated with SWAIMBROWN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SWAIMBROWN WEALTH MANAGEMENT LLC
SWAIMBROWN WEALTH MANAGEMENT LLC
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SWAIMBROWN WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4201521
Firm CRD# 133492
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLINTON?

Browse all registered financial advisors in CLINTON, South Carolina or claim this profile if it's yours.

Browse CLINTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Franklin Ramage offer?
David Franklin Ramage specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLINTON, South Carolina for a consultation.
What are David Franklin Ramage's credentials?
David Franklin Ramage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Franklin Ramage located?
David Franklin Ramage is based in CLINTON, South Carolina, working with SWAIMBROWN WEALTH MANAGEMENT LLC. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does David Franklin Ramage charge for services?
David Franklin Ramage's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWAIMBROWN WEALTH MANAGEMENT LLC?
SWAIMBROWN WEALTH MANAGEMENT LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLINTON
J Jay Peay — SWAIMBROWN WEALTH MANAGEMENT LLCScott Keim — SWAIMBROWN WEALTH MANAGEMENT LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile