Freddie Swafford
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Waynesboro, TN
Credentials
Series 63, Series 66
Industry experience
18 years
About
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.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
Waynesboro, TN
Most active in
Freddie S has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
FIDELITY INVESTMENTS
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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