Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Allen is a registered investment advisor representative with Swmg, LLC. Carol has been working in the industry since January 1997. Carol specializes in financial planning, portfolio management for individuals and consulting services. She is a partner of SGA Consulting and provides bank consulting services as well as internal audit and compliance services. Carol's firm, Swmg, LLC, provides financial planning, educational seminars, and portfolio management services to individuals. Swmg, LLC's main office is located at 3343 Locke Ave, Ste 107, Fort Worth, TX 76107.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
02/15/2018 - Present
Swmg, LLC (Fort Worth TX)
Active
Inactive
Not sure Carol Allen is the right advisor for you? Invested Better is here to help.
