Charles Snook (CRD# 2878437) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Rapids, IA and has over 27 years of experience in the finance industry. Charles Snook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 3 |
Charles Snook (self-employed) | Cedar Rapids, IA | Mar 1997 - Current | 27 |
Voya Financial Advisors, Inc. | Cedar Rapids, IA | Oct 2018 - Jun 2021 | 2 |
Signator Investors, Inc. | Cedar Rapids, IA | May 2016 - Oct 2018 | 2 |
Sign Magic (banners) | Cedar Rapids, IA | Aug 1995 - Dec 2017 | 22 |
Transamerica Financial Advisors, Inc. | Cedar Rapids, IA | Jan 1998 - May 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1997 |
S65 | NASAA Investment Advisors Law Examination | May 2024 |
- IA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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