Scott Snyder, financial advisor Urbandale IA
96 score

Scott Snyder

CRD Number: 1812094
Current Firm: Acadia Legacy Group

Scott Snyder (CRD# 1812094) is an Investment Advisor Representative working at Acadia Legacy Group in Urbandale, IA and has over 6 years of experience in the finance industry. Scott Snyder 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.

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Professional Designations
Company Name Location Dates Years
Acadia Legacy Group, LLC Urbandale, IA Nov 2017 - Current < 1
Foster Group, Inc. West Des Moines, IA Aug 2013 - Nov 2017 4
Wells Fargo Des Moines, IA Oct 1997 - Aug 2013 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
Contact Info for Scott J. Snyder
Phone Number: 515-419-3906
Registered State(s):
  • IA
Current Firm Details
Acadia Legacy Group
Firm's CRD Number: 291481
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States

IA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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