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Thomas John Snyder

Investment adviser representative at LPL Financial LLC
6 yearsExperience
3 statesRegistered in
CFADesignation
$819.1BFirm 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 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

6 years in the industry.

  1. LPL Financial LLCJul 2022 to now
  2. Eight Oaks FinancialApr 2022 to Jul 2022
  3. Department of Defense, UsafApr 2021 to Apr 2022
  4. Department of Defense, UsafJun 2020 to Aug 2020
  5. High Country HvacMay 2020 to Jul 2020
  6. High Country HvacApr 2019 to Aug 2019
  7. Utah State UniversityAug 2018 to Apr 2021
  8. Alaska Independent Coach ToursApr 2018 to Aug 2018
  9. Brigham Young UniversityAug 2017 to Apr 2018
  10. Hughes General ContractorsApr 2017 to Aug 2017
  11. Brigham Young UniversityAug 2016 to Apr 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 3 states (CA, TN, TX).

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
7538056
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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