Todd Schneider, financial advisor Southlake TX
90 score

Todd Schneider

CRD Number: 5973578
Current Firm: Precision Capital Management

Todd Schneider (CRD# 5973578) is an Investment Advisor Representative working at Precision Capital Management in Southlake, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Southlake TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Southlake TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Southlake TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
C2p Capital Advisory Dba Prosperity Capital Advisors Westlake, OH Feb 2014 - Current 2
Schneider Wealth Management, LLC Southlake, TX Aug 2011 - Current 5
Todd A. Schneider, Sp Southlake, TX Dec 2000 - Current 16
Horter Investment Management Southlake, TX Aug 2011 - Feb 2014 2
National Insurance Network & Bus. Services, LLC Southlake, TX Jan 2004 - Dec 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Todd A. Schneider
Phone Number: (866) 254-4235
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    3,598
    ACCOUNTS
  • Average Account Value
    $69,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.