CS
CFP
CS
CFP

Craig Snyder

43 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance

Craig Snyder is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1815 Breton Rd Se, Grand Rapids, MI, 49506

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020
Denied
Other Business ActivitiesSells Insurance

Craig has several DBAs for his LPL business related to retirement and investment services, taking up a significant amount of his time. He also spends about 10% of his time on non-variable insurance and owns Last Chance Partners LLC, created to purchase cryptocurrency.

Employment History
Current Registrations
LPL Financial LLC
April 2010 - Present · 16 yrs 3 mos
LPL Financial LLCBroker
December 2003 - Present · 22 yrs 7 mos
LPL Financial LLC
December 2003 - Present · 22 yrs 7 mos
Previous Registrations
Veravest Investments, INC.Broker
January 2001 - December 2003 · 2 yrs 11 mos
Allmerica Investments, INC.Broker
June 1982 - January 2001 · 18 yrs 7 mos
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Snyder - Financial Advisor | TrueAdvisor