David Snelson, financial advisor Twin Falls ID
93 score

David Snelson

CRD Number: 5426905
Current Firm: Signator Investors, Inc.

David Snelson (CRD# 5426905) is an Investment Advisor Representative working at Signator Investors, Inc. in Twin Falls, ID and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Twin Falls, ID Dec 2015 - Current 1
Magic Valley Livestock Feed Filer, ID Jul 2004 - Current 12
Symetra Investment Services, Inc./sfs Bellevue, WA Jan 2013 - Dec 2015 2
Commonwealth Financial Network Waltham, MA Jan 2010 - Dec 2012 2
Capricorn Financial Strategies, Inc. Twin Falls, ID Jan 2010 - Dec 2012 2
Metlife Securities, Inc. Spokane, WA Mar 2008 - Jan 2010 1
Waddell & Reed Inc. Twin Falls, ID Sep 2007 - Jan 2008 < 1
Various Insurance Carriers For W & R Insurance Agencies Buhl, ID Sep 2007 - Jan 2008 < 1
Snelson Heifer Ranch Buhl, ID Nov 2002 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for David L. Snelson
Phone Number: 800-543-6611
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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