Terri Schneider
Terri Schneider is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Godfrey, IL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5213 Mae Drive, Suite A, Godfrey, IL, 62035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terri is an independent contractor and financial advisor for Claywell Asset Management DBA Embark Wealth Partners since 2016, and for Embark Wealth Partners since 2024. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations9 states
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