William Snow, financial advisor Kokomo IN
93 score

William Snow

CRD Number: 1187129
Current Firm: Sii Investments, Inc.

William Snow (CRD# 1187129) is an Investment Advisor Representative working at Sii Investments, Inc. in Kokomo, IN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Kokomo, IN Jan 1998 - Current 18
William Snow Associates Kokomo, IN Apr 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for William E. Snow
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • AZ
  • KY
  • WI
  • AR
  • CA
  • MO
  • FL
  • HI
  • IN
  • MS
  • OK
  • MD
  • MA
  • MI
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, 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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