KS
KS
Kimberly Snyder
29 Years of Experience
Bradenton, FL
Broker
Kimberly Snyder is a registered investment advisor at Raymond James & Associates, INC., based in Bradenton, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Bradenton, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - August 2021 · 6 mos
Truist Investment Services, INC.Broker
February 2021 - July 2021 · 5 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
January 2010 - January 2018 · 8 yrs
Bb&t Investment Services, INC.Broker
January 2010 - January 2018 · 8 yrs
Suntrust Investment Services, INC.
November 2008 - January 2010 · 1 yr 2 mos
Suntrust Investment Services, INC.Broker
January 2008 - January 2010 · 2 yrs
Gunnallen Financial, INCBroker
July 2007 - September 2007 · 2 mos
Brookstreet Securities CorporationBroker
February 2007 - July 2007 · 5 mos
Amsouth Investment Services, INC.Broker
October 2004 - December 2006 · 2 yrs 2 mos
Southtrust Securities, INC.Broker
June 2003 - October 2004 · 1 yr 4 mos
Liberty Funds Distributor, INC.Broker
February 2001 - February 2002 · 1 yr
Touchstone Securities, INC.Broker
February 1999 - January 2001 · 1 yr 11 mos
First Union Brokerage Services, INC.Broker
October 1995 - December 1998 · 3 yrs 2 mos
Smith Barney INC.Broker
September 1994 - October 1995 · 1 yr 1 mo
State Registrations10 states
FLGAKYMDMINYOHSCVAWV
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.