James Snodgrass is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3230 Emerald Ln Suite 300, Jefferson City, MO, 65109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a co-owner of Snodgrass Accountants & Tax Consultants, LLC, dedicating about 10-20% of his time to tax preparation and accounting. He is also a co-owner of rental real estate, the President/CPA of J. RANDY SNODGRASS, CPA, PC, Inc (nearly full-time), and a managing member of Snodgrass Financial Services, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations3 states
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