BI
Brit C. Inman-swanson
AMICUS FINANCIAL ADVISORS
Lubbock, TX 79424
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CRD#: 5454966
BI
Professional summary
Brit Chelsee Inman-swanson, who also goes by Brit C Inman, Brit Chelsee Swanson, is a registered financial advisor currently at AMICUS FINANCIAL ADVISORS, LLC located in Lubbock, Texas.
Brit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brit has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brit C Inman | Brit Chelsee Swanson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brit Chelsee Inman-Swanson is a lawyer. From time to time, she will offer clients advice or products from this activity. Amicus Financial Advisors, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Amicus Financial Advisors, LLC in their capacity as a lawyer. Brit C. Swanson serves as a partner in Kyle Swanson Farming operations operated out of Shallowater, Texas and as Vice President of Swanky, Inc., a Texas based corporation also operated out of Shallowater, Texas. This company is not investment-related, focusing primarily in cotton farming in Lamb and Hockley Counties. Brit C. Swanson spends approximately 80 hours per month managing this business.
CRS (Client Relationship Summary) - RIA
Click below to view Brit Chelsee Inman-swanson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 29, 2018 - Present
AMICUS FINANCIAL ADVISORS, LLC
Office #1: 7021 Kewanee Ave 4-102, Lubbock, TX 79424RIA
CRD#: 131315
Lubbock, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
AMICUS FINANCIAL ADVISORS, LLC
AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC
CRD#: 131315 / SEC#: 801-113147
RIA
Registered Investment Advisory firm - (5/8/2018 Approved)Kansas
Registered Investment Advisory firm - (12/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (5/14/2018 Terminated)New Mexico
Registered Investment Advisory firm - (5/11/2018 Terminated)Texas
Registered Investment Advisory firm - (5/11/2018 Terminated)Utah
Registered Investment Advisory firm - (5/11/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/29/2018)
Current Firm
AF
AMICUS FINANCIAL ADVISORS, LLC
AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC
CRD#: 131315 / SEC#: 801-113147
RIA
Registered Investment Advisory firm - (5/8/2018 Approved)Kansas
Registered Investment Advisory firm - (12/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (5/14/2018 Terminated)New Mexico
Registered Investment Advisory firm - (5/11/2018 Terminated)Texas
Registered Investment Advisory firm - (5/11/2018 Terminated)Utah
Registered Investment Advisory firm - (5/11/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7021 Kewanee Ave 4-102, Lubbock, TX 79424
Mailing Address
Phone number
(806) 698-1122
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,408 |
| AUM (Assets Under Management) | $ 511,209,833 |
Red Flags
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Company Information
AMICUS FINANCIAL ADVISORS, LLC
CRD#: 131315Lubbock, TX 79424TRUST BUT VERIFY
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