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Cooper W Segars

Swmg, LLC

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About Cooper W Segars

Cooper Segars is an Investment Advisor Representative with SWMG, LLC, registered with the state of Texas since November 2023. Cooper has been involved in the financial services industry since August 2013. Cooper has a Series 65 license. Cooper's specializations include financial planning, portfolio management for individuals, and consulting.

Firm Information

Cooper Segars is currently registered with Swmg, LLC. Swmg, LLC is a registered investment advisor based in FORT WORTH, TX. They have 2 licensed agents and 5 investment advisor representatives. The firm has approximately $249,015,617 in regulatory assets under management across 1,174 accounts. Swmg, LLC provides financial planning, portfolio management for individuals, and educational seminars. They serve a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth.
Swmg, LLC

3343 LOCKE AVE

FORT WORTH, TX 76107

$249.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cooper Segars’s Registration & Firm History

TX

11/10/2023 - Present

Swmg, LLC (FORT WORTH TX)

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Licenses & Designations

IA

Issued 11/09/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cooper W Segars.
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