Douglas Sweeney
from Independence Square Holdings, LLC
Douglas Sweeney is a financial advisor based in Pennsylvania, King Of Prussia, with 30 years of experience. Douglas currently works for Independence Square Holdings, LLC. Douglas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Douglas Sweeney works at Independence Square Holdings, LLC
Independence Square Holdings, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $926,375,464 of assets under management and employs about 41 people. Independence Square Holdings, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and referral fees
Office location
150 South Warner Road, Suite 300, King Of Prussia, Pennsylvania, 19406
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