David Snell, financial advisor Apollo Beach FL

David Snell

CRD Number: 6444320
Current Firm: State Farm Investment Management Corp.

David Snell (CRD# 6444320) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Apollo Beach, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Douglas Wilkinson, financial advisor Apollo Beach FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Apollo Beach FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Similar Advisors
Yuri Abashkin, financial advisor Apollo Beach FL
Yuri Abashkin
CRD# 5159569
Primerica Advisors
Company Name Location Dates Years
Dave Snell Insurance Agency Apollo Beach, FL May 2022 - Current 1
State Farm Vp Management Corp Apollo Beach, FL May 2022 - Current 1
State Farm Investment Management Corp Riverview, FL Mar 2022 - Current 2
State Farm Vp Management Corp. Riverview, FL May 2018 - Current 5
Dave Snell Insurance Agency Riverview, FL May 2017 - Current 6
State Farm Insurance Bloomington, IL Dec 2016 - May 2017 < 1
Dan Schmidt Insurance Agency Buffalo, NY Oct 2010 - Dec 2016 6
State Farm Vp Management Corp. Buffalo, NY Feb 2015 - Jul 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for David A. Snell
Phone Number: 800-447-0740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.