Craig SnavelyCRD Number: 3093293
Current Firm: Cambridge Investment Research Advisors, Inc.
Craig Snavely (CRD# 3093293) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Louis, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2013 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2013 - Current||4|
|Cds Ins Agency||St Louis, MO||Apr 2011 - Current||6|
|Lincoln Investment Planning, Inc.||St Peters, MO||Aug 2011 - Dec 2012||1|
|Farmers Financial Solutions||Ballwin, MO||Oct 2005 - Mar 2011||5|
|Farmers Insurance Group||Ballwin, MO||Sep 2005 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops