David Geddes (CRD# 4554566) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 15 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snider Retirement Strategies, Inc. Dba Snider Financial Group | Bellevue, WA | Feb 2009 - Current | 15 |
| Lpl Financial | Bellevue, WA | Feb 2009 - Jul 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- WA
-
Total Assets Under Management316MILLIONS
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Total Number of Accounts955ACCOUNTS
-
Average Account Value$330,689
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, ID, NH, OR, TX, WA
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