Caleb Andrew-sanders Snider
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Financial Management IncJul 2025 to now
- LPL Financial LLCJul 2025 to now
- Osaic Institutions, Inc.Feb 2024 to Jun 2025
- First Bank & Trust CompanyApr 2022 to Jun 2025
- Big Spring FarmsMar 2022 to Dec 2023
- Dupont Community Credit UnionFeb 2022 to Apr 2022
- Strategent FinancialNov 2020 to Feb 2022
- First Bank and Trust CompanyJun 2019 to Oct 2020
- Lowe's Home ImprovementMay 2018 to Mar 2019
- Healthcare Services Group - Carrington PlaceJun 2017 to Nov 2018
- Full Time StudentAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7696995
- Firm CRD
- 6413