Kimberly Sue Snyder
Investment adviser representative at Raymond James & Associates, Inc.
6 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Raymond James & Associates, Inc.Jul 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Jul 2021
- Truist Investment Services, Inc.Feb 2021 to Jul 2021
- Bb&tJan 2019 to Jul 2021
- Bb&t Securities, LLCJan 2018 to Jul 2021
- Bb&t Investment Services, Inc.May 2015 to Jul 2021
- Bb&t BankMay 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
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
- 2500717
- Firm CRD
- 705