Michelle Snyder, financial advisor San Antonio TX
96 score

Michelle Snyder

CRD Number: 5321308
Current Firm: Lincoln Financial Securities Corporation

Michelle Snyder (CRD# 5321308) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Antonio, TX and has over 9 years of experience in the finance industry. Michelle 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
Lincoln Financial Securities Corporation San Antonio, TX Jul 2016 - Current < 1
First Command Advisory Services Fort Worth, TX Dec 2015 - Jun 2016 < 1
First Command Financial Planning, Inc. Fort Worth, TX Apr 2007 - Jun 2016 9
First Command Financial Services Fort Worth, TX Apr 2007 - Jun 2016 9
Ezyline Pty. Hd. Savannah, GA Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Michelle R. Snyder
Phone Number: 800-258-3648
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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