Kristy Snippert
Kristy Snippert is a registered investment advisor at LPL Financial LLC, based in Fairview, PA, with 21 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
7512 W Ridge Road, Fairview, PA, 16415
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Kristy operates under the DBA Northwest Investment Services for her LPL business, dedicating full-time hours to securities trading. She is also an agent for non-variable insurance through BSMG, spending minimal time on this, and refers clients to bank partners at Northwest Bank, also spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial Corporation
Natcity Investments, INC.
Natcity Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations4 states
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.