Kevin John Snow
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Kevin John Snow? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCJan 2024 to now
- Third Street Advisors, LLCJul 2022 to now
- Ohio National Life InsuranceJul 2001 to now
- Osaic Wealth, Inc.Sep 2023 to Jan 2024
- Sagepoint Financial AdvisorsFeb 2011 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941166
- Firm CRD
- 6413