Laurie Snively (CRD# 5355758) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 16 years of experience in the finance industry.
CRD# 5393857
Captrust
CRD# 2459919
Rbc Capital Markets, LLC
CRD# 1443047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Snively Wealth Management | Franklin, TN | Sep 2021 - Current | 2 |
| Snively Wealth Team | Franklin, TN | Sep 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Franklin, TN | Aug 2020 - Current | 3 |
| Southwestern Investment Group | Franklin, TN | Sep 2021 - Nov 2022 | 1 |
| Southwestern Investment Advisory Services | Franklin, TN | Aug 2020 - Nov 2022 | 2 |
| Laurie Snively Voiceovers | Franklin, TN | Oct 2020 - Oct 2021 | 1 |
| Just Pivot Media | Franklin, TN | Feb 2020 - Oct 2021 | 1 |
| Mployer Advisor | Franklin, TN | Apr 2020 - May 2020 | < 1 |
| Reboot Recovery | Pleasantview, TN | Jun 2019 - Apr 2020 | < 1 |
| Hst | Franklin, TN | Jan 2019 - Apr 2019 | < 1 |
| Tupelo Honey Cafe | Franklin, TN | Aug 2018 - Dec 2018 | < 1 |
| Hello Events | Franklin, TN | Jul 2013 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- LA
- TN
-
Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
-
Average Account Value$190,272
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.