Caleb Snider (CRD# 7696995) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Staunton, VA and has 1 year of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2208417
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Institutions, Inc. | Meriden, CT | Feb 2024 - Current | < 1 |
| First Bank & Trust Company | Staunton, VA | Feb 2023 - Current | 1 |
| Big Spring Farms | Lexington, VA | Mar 2022 - Dec 2023 | 1 |
| First Bank & Trust Company | Harrisonburg, VA | Apr 2022 - Feb 2023 | < 1 |
| Dupont Community Credit Union | Harrisonburg, VA | Feb 2022 - Apr 2022 | < 1 |
| Strategent Financial | Harrisonburg, VA | Nov 2020 - Feb 2022 | 1 |
| First Bank And Trust Company | Wytheville, VA | Jun 2019 - Oct 2020 | 1 |
| Full Time Student | Huntington, WV | Aug 2016 - May 2019 | 2 |
| Lowe's Home Improvement | South Point, OH | Aug 2018 - Mar 2019 | < 1 |
| Healthcare Services Group - Carrington Place | Rural Retreat, VA | Jun 2017 - Nov 2018 | 1 |
| Lowe's Home Improvement | Wytheville, VA | May 2018 - Aug 2018 | < 1 |
| Walmart | Wytheville, VA | Jun 2016 - Aug 2016 | < 1 |
| Full Time Student | Rural Retreat, VA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- VA
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- 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
- 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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