Keely Swartwood (CRD# 7504091) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montoursville, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors | Montoursville, PA | Sep 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Montoursville, PA | May 2022 - Current | 2 |
| Mccracken Heating & Cooling | Williamsport, PA | Apr 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Montoursville, PA | Feb 2022 - May 2022 | < 1 |
| H&r Block | Williamsport, PA | Jan 2022 - Apr 2022 | < 1 |
| Department Of Justice Federal Bureau Of Prisons | Allenwood, PA | Feb 2019 - Feb 2022 | 3 |
| Eastern Lycoming Ymca | Muncy, PA | Aug 2016 - May 2020 | 3 |
| Lycoming College | Williamsport, PA | Jun 2016 - May 2020 | 3 |
| Central Pa Workforce Development Corporation (cpwdc) | Lewisburg, PA | May 2018 - Aug 2018 | < 1 |
| Montgomery Area School District | Montgomery, PA | Aug 2017 - Dec 2017 | < 1 |
| Warrior Run School District | Turbotville, PA | Aug 2003 - Jun 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- PA
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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