Dwayne Snyder, financial advisor Nazareth PA

Dwayne Snyder

CRD Number: 3259072
Current Firm: Avantax Advisory Services

Dwayne Snyder (CRD# 3259072) is an Investment Advisor Representative working at Avantax Advisory Services in Nazareth, PA and has over 24 years of experience in the finance industry. Dwayne Snyder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avantax Insurance Services, LLC Nazareth, PA Feb 2014 - Current 10
Avantax Advisory Services Nazareth, PA May 2006 - Current 17
Avantax Investment Services, Inc. Nazareth, PA Sep 1999 - Current 24
Smart Cents (self Employed) Nazareth, PA Jul 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
Contact Info for Dwayne L. Snyder
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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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