TrueAdvisor
TrueAdvisor
JD
JD

Joey John Dominick

Snider Financial Group
18 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Snider Financial Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

Location

12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005

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History

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.

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Other Business ActivitiesSells Insurance

Joey is an independent insurance agent involved in insurance sales. This activity is investment-related.

Employment History
Current Registrations
Snider Financial Group
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Snider Financial Group
March 2018 - December 2022 · 4 yrs 9 mos
LPL Financial LLCBroker
October 2017 - July 2021 · 3 yrs 9 mos
Principal Securities, INC.
January 2014 - October 2017 · 3 yrs 9 mos
Principal Securities, INC.Broker
January 2014 - October 2017 · 3 yrs 9 mos
Morgan StanleyBroker
September 2011 - October 2013 · 2 yrs 1 mo
Morgan Stanley
September 2011 - October 2013 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
March 2011 - October 2011 · 7 mos
Charles Schwab & CO., INC.
March 2011 - October 2011 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - March 2011 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - March 2011 · 9 mos
Waddell & Reed, INC.
December 2008 - June 2010 · 1 yr 6 mos
Waddell & Reed, INC.Broker
December 2008 - June 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - December 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - December 2008 · 1 yr 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.