Francis Snyder (CRD# 3177787) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fortune Financial Services Inc. | Monaca, PA | Oct 2019 - Current | 4 |
Robin Creek | Missouri City, TX | Nov 2013 - Current | 10 |
Snyder Wealth Advisors | Houston, TX | Jun 2010 - Current | 13 |
Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Oct 2019 | 1 |
Girard Securities, Inc. | San Diego, CA | Oct 2013 - Nov 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- TX
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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