Marcus Snow (CRD# 4490891) is an Investment Advisor Representative working at Stages Planning Group, LLC in Marietta, PA and has over 13 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Us Army | Marietta, PA | May 1994 - Current | 29 |
| Bank Of America, N.a. | York, PA | Sep 2018 - Feb 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York, PA | Jul 2018 - Feb 2021 | 2 |
| Pnc Bank | Lancaster, PA | Dec 2017 - Jul 2018 | < 1 |
| Pnc Investments | Pittsburgh, PA | Dec 2017 - Jul 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Reading, PA | Jul 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- PA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts334ACCOUNTS
-
Average Account Value$184,705
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.