Eddie Snow (CRD# 3098740) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Farmington, UT and has over 25 years of experience in the finance industry. Eddie Snow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Farmington, UT | Jul 2022 - Current | 1 |
| Royal Alliance | Salt Lake City, UT | May 2019 - Jul 2022 | 3 |
| Signal Wealth Advisors | Centerville, UT | Nov 2017 - Jul 2022 | 4 |
| Cwm, LLC | Omaha, NE | Nov 2017 - Jul 2022 | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - May 2019 | 1 |
| United Planners' Financial Services | Scottsdale, AZ | Apr 2015 - Nov 2017 | 2 |
| Rock House Financial | Farmington, UT | Apr 2015 - Nov 2017 | 2 |
| Eddie Snow - Independent Insurance Agent | Salt Lake City, UT | May 2002 - Nov 2017 | 15 |
| Kcg Securities, LLC | Farmington, UT | Jan 2011 - Mar 2015 | 4 |
| Knox Capital Advisors, LLC | Draper, UT | Jan 2011 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- TX
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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