Chase Snyder (CRD# 7282997) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montoursville, PA and has over 3 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Montoursville, PA | Jan 2021 - Current | 3 |
| Raymond James Financial Services Advisores, Inc. | Montoursville, PA | Jan 2021 - Current | 3 |
| Ymca | Lewisburg, PA | Feb 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Montoursville, PA | Aug 2020 - Jan 2021 | < 1 |
| Patton Warehousing, LLC | Milton, PA | Sep 2019 - Aug 2020 | < 1 |
| Watsontown Trucking Company | Milton, PA | Mar 2018 - Sep 2019 | 1 |
| Bloomsburg University | Bloomsburg, PA | Aug 2014 - May 2019 | 4 |
| Silver Moon | Lewisburg, PA | Sep 2017 - Feb 2018 | < 1 |
| Evangelical Comminity Hopsital | Lewisburg, PA | May 2017 - Aug 2017 | < 1 |
| Ymca | Milton, PA | May 2015 - Aug 2016 | 1 |
| Penndot | Milton, PA | Jun 2014 - Jul 2014 | < 1 |
| Warrior Run High School | Turbotville, PA | Jan 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- NJ
- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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