Kristy Snippert, financial advisor Fairview PA

Kristy Snippert

CRD Number: 4523028
Current Firm: Lpl Financial LLC

Kristy Snippert (CRD# 4523028) is an Investment Advisor Representative working at Lpl Financial LLC in Fairview, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Erie, PA Mar 2018 - Current 6
Northwest Bank Erie, PA Mar 2018 - Current 6
Cco Investment Services Corp Erie, PA Jun 2012 - Mar 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kristy M. Snippert
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
  • 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, VI, VT, WA, WI, WV, WY

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