Eddie Snow, financial advisor Farmington UT
93 score

Eddie Snow

CRD Number: 3098740
Current Firm: United Planners' Financial Services Of America A Limited Partner

Eddie Snow (CRD# 3098740) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Farmington, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Apr 2015 - Current 1
Adp Payroll Services Salt Lake City, UT Apr 2015 - Current 1
Rock House Financial Farmington, UT Apr 2015 - Current 1
Eddie Snow - Independent Insurance Agent Salt Lake City, UT May 2002 - Current 14
Kcg Securities, LLC Farmington, UT Jan 2011 - Mar 2015 4
Knox Capital Advisors, LLC Draper, UT Jan 2011 - Mar 2015 4
Raymond James Financial Services, Inc. Roy, UT Aug 2010 - Jan 2011 < 1
Chase Investment Services Corp. Ogden, UT Jun 2009 - Jul 2010 1
Sunamerica Kaysville, UT Dec 2007 - Apr 2009 1
Principal Funds Kaysville, UT Sep 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Eddie R. Snow
Phone Number: 480-991-0225
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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