William Snodgrass (CRD# 5154888) is an Investment Advisor Representative working at Lpl Financial LLC in The Woodlands, TX and has over 13 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amegy Bank (zions Affiliate) | The Woodlands, TX | Dec 2017 - Current | 6 |
| Lpl Financial LLC | The Woodlands, TX | Dec 2017 - Current | 6 |
| W.r. Snodgrass Company | Canoga Park, CA | Jan 2007 - Jan 2019 | 12 |
| Unemployed | Houston, TX | Jul 2017 - Dec 2017 | < 1 |
| Guardian Life Ins | Houston, TX | Jun 2016 - Jul 2017 | 1 |
| Park Avenue Securities | Houston, TX | Jun 2016 - Jul 2017 | 1 |
| Massmutual Life Insurance Co | Houston, TX | Feb 2016 - Jun 2016 | < 1 |
| Mml Investor Services, LLC | Houston, TX | Feb 2016 - Jun 2016 | < 1 |
| Aig Financial Network | Houston, TX | May 2015 - Jan 2016 | < 1 |
| Sagepoint Financial | Houston, TX | Oct 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- IN
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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