Douglas Swanson (CRD# 6912546) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Warrenville, IL and has over 6 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 3025408
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zoller, Swanson & Co | Oak Park, IL | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- IL
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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