professional profile
Ann L Swartz, ChFC
Overview
Ann L Swartz is an insurance agent, a registered representative and an investment adviser representative based in Waltham, MA, with 37 years in the industry.
- Years in the industry
- 37
- States licensed
- 1
- States registered
- 17
- Carrier appointments
- 4
Contact
2 business emails and 4 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 17 states
3 lines of authority, with every state and its dates
Firms
- Lpl Financial LLCCurrent firm
- Integrated Wealth Concepts LLCCurrent firm
Employment history since 1989
Carriers
4 active carrier appointments
Book and practice
Firm assets under management on file
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