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Kelly Ann Snider

Beaird Harris

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About Kelly Ann Snider

Kelly Ann Snider is a Registered Investment Advisor Representative associated with Beaird Harris, a financial advisory firm that specializes in providing comprehensive financial planning, investment management, and pension consulting services to individuals, families, and institutions. Kelly Ann has been in the financial services industry since 2011 and holds the Series 63, Series 66 and Series 7 licenses as well as the SIE. Kelly Ann has a track record of success in providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Kelly Snider is currently registered with Beaird Harris. Beaird Harris is a financial advisory firm based in Dallas, Texas. They offer financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. Beaird Harris has approximately 1669836738 dollars in regulatory assets under management.
Beaird Harris

5005 LYNDON B JOHNSON FWY

DALLAS, TX 75244

$1.67B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Snider’s Registration & Firm History

TX

08/04/2021 - Present

Beaird Harris (DALLAS TX)

TX

02/25/2011 - 06/21/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ann Snider.
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