Lynn Douglas Snyder
Investment adviser representative at Advice and Planning Services
16 yearsExperience
4 statesRegistered in
CFADesignation
$37.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2026 to now
- TIAAJun 2026 to now
- Private Client Services, LLCAug 2022 to May 2026
- Securities America, Inc.Nov 2020 to Aug 2022
- Johnson BixbyOct 2020 to May 2026
- Johnson Bixby & Associates LLC dba Johnson BixbyOct 2020 to May 2026
- Kms Financial Services, Inc.Sep 2019 to Nov 2020
- Johnson Bixby & Associates LLCApr 2019 to Oct 2020
- UnemployedJul 2010 to Mar 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 4 states (AL, DC, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 3156204
- Firm CRD
- 20472