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Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Waynesboro, TN
Fidelity
Institution
Freddie Swafford is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with various Fidelity entities since 2009. Outside of his advisory role, he operates Rising Oaks Family Farm in Waynesboro, Tennessee, where he manages daily farm chores as sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.
Based on Fidelity
Waynesboro, TN
Waynesboro TN
Advisors at this office
1
Tennessee · Texas
18 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and Workplace Advisors
2018 - Present • 8 years
Boston, MA
FIDELITY INVESTMENTS
2009 - Present • 17 years
Westlake, TX
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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