Advisor at Second Half Financial Partners, LLC
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.
Firm
Second Half Financial Partners, LLC
Location
Sebring, FL 33870
Credentials
Series 63, Series 65
Industry experience
26 years
John Swaine is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing member roles in multiple LLCs. Outside of advising, he serves part-time as a police officer with the Sebring Police Department. Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation and manages approximately $364 million for over 1,100 clients.
Based on Second Half Financial Partners, LLC
Based on Second Half Financial Partners, LLC
up to 2.00% annually
$250 per hour for financial consulting services
145 West Center Avenue
Sebring, FL 33870
Florida · Georgia · North Carolina · Texas · Virginia
Heartland Tax and Accounting, LLC
2024 - Present (2 years)
Second Half Financial Partners, LLC
2021 - Present (5 years)
John 3:30, LLC
2018 - Present (8 years)
Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC)
2015 - Present (11 years)
Swaine & Leidel Wealth Services, LLC
2012 - 2021 (9 years)
John 14:6 Llc
2011 - Present (15 years)
Legacy Insurance Group, Llc
2011 - 2016 (5 years)
Lordship Holdings LLC
2010 - 2016 (6 years)
Swaine & Leidel, Llc
2010 - 2018 (8 years)
Raymond James Financial
2009 - 2017 (8 years)
Raymond James financial Services
2009 - 2017 (8 years)
Sebring Police Department
1997 - Present (29 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Broker-dealer / trader
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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.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 66
Sebring, FL
Second Half Financial Partners, LLC
Series 63, Series 65
Sebring, FL
Waypoints Financial
CFP®, Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Series 66
Avon Park, FL
Synergy Investment Management LLC
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