Unclaimed
Russell Snyder is a financial advisor with Mutual Advisors, LLC. Russell has been in the financial industry for over 8 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Russell is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 licenses. Prior to joining Mutual Advisors, LLC, Russell has worked with LPL Financial LLC, KMS Financial Services, Inc., LionStreet Financial, LLC, and Hornor, Townsend & Kent, Inc.
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.
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.
Hourly consulting
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
WA
08/22/2022 - Present
Mutual Advisors, LLC (Mercer Island WA)
WA
09/23/2020 - 08/29/2022
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
01/31/2020 - 09/23/2020
KMS FINANCIAL SERVICES, INC. (Mercer Island WA)
WA
06/18/2018 - 10/18/2019
LION STREET FINANCIAL, LLC (Bellevue WA)
WA
07/14/2016 - 06/22/2018
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
BOTH
Issued 12/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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