Lisa SnyderCRD Number: 5290716
Current Firm: First Republic Investment Management, Inc.
Lisa Snyder (CRD# 5290716) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|First Republic Investment Management||Los Angeles, CA||Sep 2015 - Current||2|
|First Republic Securities Company||Los Angeles, CA||Sep 2015 - Current||2|
|Ubs Financial Services||Denver, CO||Feb 2007 - Sep 2015||8|
|Colorado Brokerage Group||Denver, CO||Jan 2003 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management47,211MILLIONS
Total Number of Accounts31,062ACCOUNTS
Average Account Value$1,519,892
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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