Donald Snelling (CRD# 7009822) is an Investment Advisor Representative working at Waterloo Capital in Boerne, TX and has over 5 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waterloo Capital | Austin, TX | Mar 2021 - Current | 3 |
| Unemployed | Boerne, TX | Dec 2020 - Mar 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | San Antonio, TX | Aug 2018 - Nov 2020 | 2 |
| Independent Insurance Broker | New Braunfels, TX | Feb 2017 - Sep 2018 | 1 |
| Bison Global Logistics | San Antonio, TX | Apr 2016 - Feb 2017 | < 1 |
| Mc'adoos Seafood Kitchen | New Braunfels, TX | Sep 2014 - Apr 2016 | 1 |
| Hercules Offshore | Houston, TX | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management1,303MILLIONS
-
Total Number of Accounts4,480ACCOUNTS
-
Average Account Value$290,814
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, GA, LA, NC, NY, TX
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