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professional profile

David Gordon Swank, CFA

IAR Palm Beach Gardens, FL CRD 2844179 Last verified October 2026

Overview

David Gordon Swank is an investment adviser representative based in Palm Beach Gardens, FL, with 29 years in the industry.

Years in the industry
29
States registered
2
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2013

Book and practice

Firm assets under management on file

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