Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Snodgrass is a financial advisor at Commonwealth Financial Network. William has been in the financial services industry since 2011 and has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. William is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 securities licenses. William offers a variety of financial services, including financial planning, portfolio management, and insurance. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Commonwealth Financial Network, William worked at LPL Financial, Park Avenue Securities, MML Investor Services, LLC, Sagepoint Financial, Inc., and Waddell & Reed.
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.
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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2
TX
07/19/2024 - Present
Commonwealth Financial Network (The Woodlands TX)
TX
12/20/2017 - 08/01/2024
LPL FINANCIAL LLC (THE WOODLANDS TX)
TX
06/24/2016 - 08/10/2017
PARK AVENUE SECURITIES LLC (HOUSTON TX)
TX
02/24/2016 - 06/22/2016
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
10/22/2013 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
CA
03/14/2011 - 10/25/2013
WADDELL & REED, INC. (SHERMAN OAKS CA)
CA
10/06/2010 - 02/24/2011
LPL FINANCIAL LLC (STEVENSON RANCH CA)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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