Donald Snyder
Donald Snyder is a registered investment advisor at LPL Financial LLC, based in Marshfield, WI, with 7 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
103 W Mcmilan St, Ste 1, Marshfield, WI, 54449
Get directionsHistory
Regulatory History (2)
Financial
July 2021Financial
November 2020Other Business Activities
Donald operates under the DBAs CSB Investment Services and Citizens Financial Services for his LPL business. He dedicates full-time hours to these activities, with 120 hours per month spent during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nylife Securities LLCBroker
MML Investors Services, LLCBroker
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.