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Wrong William Swayne?

Mr. William M. Swayne III

Registered Representative

Independent Financial Group , LLC

HQ Phone: (800) 269-1903

Email: w***@***.com

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Independent Financial Group , LLC

OSJ Branch 12671 High Bluff Drive Suite 200

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 (175)

Background Information

Employment History

Planning Committee

Romanian Linguist

United States Air Force


Board Member
Youth for Christ



Advisory Board Chairman
Agathos Foundation

Board Trustee
National Association for Youth for Christ

Advisory Board Member LLC

Chief Executive Officer
WMS Financial Planners Inc

Accredited Solution , LLC

Pacific West Securities


Bachelor of Science Degree , with honors

University of Washington



City University

Web References (36 Total References)

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

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

Board [cached]

Bill Swayne CEO, WMS Financial Planners, Inc

Our Leadership : WMS Financial Planners, Inc. [cached]

William M. Swayne II - CEO

MPT is a Nobel Prize winning ... [cached]

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

WMS Financial Planners, Inc [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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