David Snelson, financial advisor Twin Falls ID
93 score

David Snelson

CRD Number: 5426905
Current Firm: Clear Creek Financial Management, LLC

David Snelson (CRD# 5426905) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Twin Falls, ID and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Creek Financial Management, LLC Silverdale, WA May 2017 - Current 1
Magic Valley Livestock Feed Filer, ID Jul 2004 - Current 13
Signator Investors, Inc. Twin Falls, ID Dec 2015 - May 2017 1
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
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: (360) 308-8239
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    1,290
    ACCOUNTS
  • Average Account Value
    $78,590
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, ID, NH, OR, TX, UT, WA

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

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