George Lucas Swatzell

Current Employers

Employment History

• 11/2014 → Present
  Raymond James Financial Services, Inc.
  Franklin, TN
• 12/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Franklin, TN
• 10/2016 → 03/2017
  Life, Long Term Care, Disability
  Franklin, TN
• 03/2017 → 11/2022
  Southwestern Investment Advisory Services
  Franklin, TN
• 05/2019 → Present
  Dixon Wells
  Franklin, TN
• 08/2015 → 11/2022
  Southwestern Investment Group
  Franklin, TN
• 12/2021 → Present
  Swatzell Wealth Team
  Franklin, TN
• 11/2022 → Present
  Sagespring Wealth Partners
  Columbia, TN

Previous Registrations

• 2014-12-01 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
• 2010-07-21 → 2014-12-04
  Valic Financial Advisors, Inc.
  Brentwood, TN
  Nashville, TN
  Brentwood, TN
• 2009-11-23 → 2010-02-11
  Edward Jones
  St Louis, MO
  Brentwood, TN
  Brentwood, TN
  Franklin, TN

Other Businesses

(1)Name of Business: Life, Long Term Care, Disability Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: determining needs for insurance, guiding clients through the purchasing process (2)Name of Business: SageSpring Wealth Partners Address: 816 S Main St, Columbia, TN, 38401-3308, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Lead Financial Advisor for the Swatzell Wealth Team\n\n-Financial Planning for our clients (3)Name of Business: Swatzell Wealth Team Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is an OBA request to mention that my practice is held out to the public on Sage Spring Wealth Partner's website as "The Swatzell Wealth Team" (4)Name of Business: Vanbridge Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: may utilize Vanbridge as an insurance underwriter for: Life Disability Long Term Care

Exams

• S66 Uniform Combined State Law Examination
  2009-11-18

Other Names

• George Lucas Swatzell
• George Lucas Swatzell