Coby Snyder (CRD# 6999762) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | San Luis Obispo, CA | Aug 2018 - Current | 5 |
Coasthills Credit Union | Lompoc, CA | Jul 2018 - Sep 2021 | 3 |
Cal Poly-san Luis Obispo | San Luis Obispo, CA | Sep 2014 - Jun 2018 | 3 |
Gilbert Consulting Services Inc. | Arroyo Grande, CA | Apr 2017 - Sep 2017 | < 1 |
Law Store Plus | San Luis Obispo, CA | Jan 2017 - Mar 2017 | < 1 |
Sms Masterminds | San Luis Obispo, CA | Sep 2016 - Jan 2017 | < 1 |
Cal Poly Corp. | San Luis Obispo, CA | Sep 2015 - Dec 2016 | 1 |
Foley Estates | Lompoc, CA | Jun 2015 - Sep 2015 | < 1 |
Village Country Club | Lompoc, CA | May 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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