Mark Snelling (CRD# 1824437) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Boerne, TX and has over 30 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sweetwater Financial Advisors, LLC | Boerne, TX | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- TX
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts369ACCOUNTS
-
Average Account Value$239,431
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX
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