Philip Lawton Swann is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with WELL-PLANNED FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELL-PLANNED FINANCIAL LLC | 2019-07-29 | present | Yes |
| CETERA WEALTH SERVICES, LLC | 2019-02-05 | 2019-04-12 | — |
| THE HENDERSON GROUP | 2016-04-18 | 2018-11-09 | — |