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Alexander David Swatzell

MARMO FINANCIAL GROUP, LLC·JOHNSON CITY, Tennessee
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801 SUNSET DRIVE, JOHNSON CITY, TN 37604CRD# 5030123Firm CRD# 143816
01

About

Alexander David Swatzell is a registered financial advisor based in JOHNSON CITY, Tennessee, affiliated with MARMO 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
03

Firm Overview

Firm
MARMO FINANCIAL GROUP, LLC
MARMO FINANCIAL GROUP, LLC
AUM
$226M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MARMO FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5030123
Firm CRD# 143816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander David Swatzell offer?
Alexander David Swatzell specializes in Financial Planning, Investment Management. Contact their office in JOHNSON CITY, Tennessee for a consultation.
What are Alexander David Swatzell's credentials?
Alexander David Swatzell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander David Swatzell located?
Alexander David Swatzell is based in JOHNSON CITY, Tennessee, working with MARMO FINANCIAL GROUP, LLC. Their office serves clients in the JOHNSON CITY metropolitan area and surrounding communities.
How does Alexander David Swatzell charge for services?
Alexander David Swatzell'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 MARMO FINANCIAL GROUP, LLC?
MARMO FINANCIAL GROUP, LLC has approximately 10 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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