![Robin Snell, financial advisor Palm Harbor FL](/img/ws/profile-blank-sq.png)
Robin Snell (CRD# 7128323) is an Investment Advisor Representative working at Nested Financial & Tax Planning in Palm Harbor, FL and has over 3 years of experience in the finance industry. Robin Snell 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# 3229164
Commonwealth Financial Network
![Douglas Wilkinson, financial advisor Palm Harbor FL](/img/ws/profile-blank-sq.png)
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
![Carl von dem Bussche, Sr., financial advisor Palm Harbor FL](/img/ws/profile-blank-sq.png)
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Nested Financial LLC | Palm Harbor, FL | Jan 2023 - Current | 1 |
Opinicus Capital, Inc. | Tampa, FL | Nov 2020 - Current | 3 |
Ameriprise Financial Services, LLC | Tampa, FL | Jun 2019 - Nov 2020 | 1 |
Homemaking | Clearwater, FL | Dec 2018 - Jun 2019 | < 1 |
University Of South Florida | Tampa, FL | Aug 2017 - Dec 2018 | 1 |
St Petersburg College | Clearwater, FL | May 2016 - May 2017 | 1 |
Walking Equipment | Largo, FL | Nov 2014 - May 2016 | 1 |
Panera Bread Co | Tarpon Springs, FL | Apr 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$78,066
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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.