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George Lucas Swatzell

Sagespring Wealth Partners

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About George Lucas Swatzell

George Lucas Swatzell is a financial advisor with Sagespring Wealth Partners. He has been in the industry since 2010 and has a broad range of experience. George is a registered representative in Alabama, Tennessee and Texas. He is also a registered investment advisor in Alabama, Tennessee and Texas. George specializes in providing financial planning, portfolio management, and insurance services. He is committed to providing his clients with the best possible financial advice. George is passionate about helping his clients reach their financial goals. He is a dedicated professional and is committed to providing his clients with the highest level of service.

Firm Information

George Swatzell is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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George Swatzell’s Registration & Firm History

TN

03/08/2018 - Present

Sagespring Wealth Partners (FRANKLIN TN)

TN

07/12/2010 - 12/04/2014

VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)

TN

10/27/2009 - 02/11/2010

EDWARD JONES (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 11/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Lucas Swatzell.
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