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2015-10-02T00:00:00.000Z

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Wrong William Swayne?

Mr. William Swayne M. III

Registered Representative

Independent Financial Group LLC

HQ Phone: (858) 436-3180

Independent Financial Group LLC

12636 High Bluff Dr

San Diego, California 92130

United States

Company Description

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and inves ... more

Find other employees at this company (144)

Background Information

Employment History

Financial and Retirement Planning Courses Teacher
Shoreline Community College

Ex-officio Director
Tenant-In-Common Association

Ex-officio Director
Tenant-In-Common Association

Director
Telegen Corp

Affiliations

National Board Member
Youth for Christ USA

Secretary
REAL ESTATE INVESTMENT SECURITIES ASSOCIATION INC

Advisory Board Chairman
Agathos Foundation

Board Trustee
National Association for Youth for Christ

Director of Investments
WMS Financial Planners Inc

Founder
Accredited Solution , LLC

Education

Bachelor of Science Degree , with honors

University of Washington

MBA
finance
City University

Web References (49 Total References)


Board

www.yfc.net [cached]

Bill Swayne CEO, WMS Financial Planners, Inc


MPT is a Nobel Prize winning ...

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MPT is a Nobel Prize winning economic model created in 1990 by Harry Markowitz and William Sharpe.


William M. Swayne II - ...

www.wmsfp.com [cached]

William M. Swayne II - CFP(R), CEO & Co-founder

...
William M. Swayne II, WMS's CEO and founder, began his career in the financial services industry in 1972, after graduating from the University of Washington. Mr. Swayne received his honorable discharge in 1970 from the US Air Force after serving 4 years as a Romanian linguist during the Vietnam conflict. Following his service to his country, he completed his MBA in finance from City University and earned his CERTIFIED FINANCIAL PLANNERTMcertification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Raised in Seattle, Mr. Swayne is active in many private and public organizations, serving on the national board member of Youth for Christ USA for the last 10+ years, ex-officio director of the TICA/REISA (formerly the TIC trade association) board and founding chair member of the Marketing Committee of TICA. Bill has been married for over 40 years to his wife, Candace Swayne, co-founder and President of WMS.


Bend Economy 2 • View topic - PDX BIG-ZERO Tells 1031 Story about Bend Fucking PDX People

bendeconomy2.informe.com [cached]

Accredited Solution, LLC, founded by William Swayne and Joseph Spagnoli, is a full service, personal financial planning firm.


WMS Financial Planners, Inc

www.wmsfp.com [cached]

William M. Swayne II, MBA, CLU, CFP, ChFC, is the founder and CEO of WMS Financial Planning, Inc. Mr. Swayne's career in the financial services industry began in 1972 after graduating from the University of Washington with a BS in psychology. He received his honorable discharge in 1970 from the United States Air force Securities Service after serving four years as a Romanian linguist during the Vietnam conflict.

In addition to his duties as CEO, Mr. Swayne teaches retirement planning classes and conducts numerous financial planning workshops yearly for the general public. Since opening in 1973, WMS has become one of the leading financial planning firms in the Pacific Northwest.
Our Team
William M Swayne II
...
William M. Swayne II, WMS's CEO and founder, began his career in the financial services industry in 1972, after graduating from the University of Washington. Mr. Swayne received his honorable discharge in 1970 from the US Air Force after serving 4 years as a Romanian linguist during the Vietnam conflict. Following his service to his country, he completed his MBA in finance from City University and earned his CERTIFIED FINANCIAL PLANNERTM certification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Raised in Seattle, Mr. Swayne is active in many private and public organizations, serving as a national board member of Youth for Christ USA for the last 5 years, ex-officio director of the TICA/REISA (formerly the TIC trade association) board, and founding Chair of the Marketing Committee of TICA. Bill has been married for 38 years to his wife, Candace Swayne, co-founder and president of WMS.

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