James Snider, financial advisor Naperville IL

James Snider

CRD Number: 4589135
Current Firm: Planmember Securities Corporation

James Snider (CRD# 4589135) is an Investment Advisor Representative working at Planmember Securities Corporation in Naperville, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Oct 2013 - Current 10
Veritrust Wealth Management Naperville, IL Oct 2013 - Current 10
Ms Business Services Naperville, IL Nov 2008 - Current 15
Tax Prep Partners Warrenville, IL Jan 2006 - Current 18
Self Employed Naperville, IL Apr 2003 - Current 20
Snider & Associates Warrenville, IL Jul 1979 - Current 44
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for James W. Snider
Phone Number: 805-684-1199
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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