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Brit Chelsee Inman-Swanson

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas
Series 65Clean record8 years registeredAMICUS FINANCIAL ADVISORS, LLC
3814 24TH STREET, LUBBOCK, TX 79410CRD# 5454966Firm CRD# 131315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brit Chelsee Inman-Swanson · LUBBOCK, TX
Registration
CRD #5454966 · AMICUS FINANCIAL ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Mar 2018present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 29, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMICUS FINANCIAL ADVISORS, LLC
CRD 131315 · SEC 801-113147
AUM
$439M
Regulatory assets under management
Employees
17
1,359 client accounts
Services offered by AMICUS FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Brit Chelsee Inman-Swanson offer?
Brit Chelsee Inman-Swanson specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Brit Chelsee Inman-Swanson's credentials?
Brit Chelsee Inman-Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brit Chelsee Inman-Swanson located?
Brit Chelsee Inman-Swanson is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Brit Chelsee Inman-Swanson charge for services?
Brit Chelsee Inman-Swanson'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 AMICUS FINANCIAL ADVISORS, LLC?
AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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