Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leroy Snelson is an investment advisor representative associated with Clear Creek Financial Management, LLC. David is also a Registered Investment Advisor. David is active in Idaho. David has been in the financial industry since January 2013. David has also worked for Signator Investors, Inc., Signator Financial Services, Inc., Commonwealth Financial Network, and MetLife Securities Inc. David has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to helping clients reach their financial goals through personalized financial planning, investment management, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
ID
05/20/2017 - Present
Clear Creek Financial Management, LLC (Twin Falls ID)
ID
12/28/2015 - 05/25/2017
SIGNATOR INVESTORS, INC. (TWIN FALLS ID)
ID
01/07/2013 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (TWIN FALLS ID)
ID
01/19/2010 - 12/31/2012
COMMONWEALTH FINANCIAL NETWORK (TWIN FALLS ID)
ID
04/30/2008 - 01/26/2010
METLIFE SECURITIES INC. (TWIN FALLS ID)
IA
Issued 12/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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