Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brandon Snyder is a financial advisor who is registered with LPL Financial LLC and Alpha Capital LLC in the state of Texas. Charles has been in the financial services industry since December 17, 2013. Charles has a Series 7, Series 66 and SIE license. Charles holds a Uniform Combined State Law Examination and a General Securities Representative Examination. Charles is a registered investment advisor in the state of Texas and an active member of the Texas Securities Board. Charles also has a strong background in real estate and oil and gas. Charles is a licensed real estate agent and has experience owning and operating oil and gas companies. Charles is committed to providing his clients with the highest quality financial advice and is dedicated to helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
04/20/2022 - Present
LPL Financial LLC (LUBBOCK TX)
TX
12/18/2013 - 04/21/2022
NYLIFE SECURITIES LLC (LUBBOCK TX)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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