Eric Snodgrass (CRD# 4671220) is an Investment Advisor Representative working at Avantax Advisory Services in Wheeling, WV and has over 20 years of experience in the finance industry.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Glessner Wharton Andrews Insurance LLC | Wheeling, WV | Jan 2019 - Current | 5 |
Avantax Investment Services, Inc. | Wheeling, WV | Feb 2017 - Current | 7 |
Avantax Insurance Services, LLC | Wheeling, WV | Feb 2017 - Current | 7 |
Avantax Advisory Services | Wheeling, WV | Feb 2017 - Current | 7 |
Glessner & Associates, Pllc | Wheeling, WV | Jan 2017 - Current | 7 |
Union Local High School | Belmont, OH | Jul 2014 - Current | 9 |
Mason Energy, LLC | Wheeling, WV | Jan 2010 - Current | 14 |
Highland Capital Brokerage | King Of Prussia, PA | Jun 2020 - Oct 2021 | 1 |
Motorist Life | Wheeling, WV | Sep 2018 - Nov 2020 | 2 |
Fsc Securities Corporation | Moundsville, WV | Feb 2009 - Feb 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2003 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- WV
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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, VT, WA, WI, WV, WY
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