HS
HS

Hayley Ann Snell

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

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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 Activities

Hayley works as a Wealth Manager and Registered Representative at Lindberg & Ripple, spending nearly full-time hours on reporting, supervision, trading, and rebalancing. She also serves as Chief Compliance Officer for LRI Investments, LLC, dedicating about a quarter of her time to compliance oversight, and owns SP Investments Squared, LLC, spending minimal time on ownership interest.

Employment History
Current Registrations
Lri Investments
April 2023 - Present · 2 yrs 10 mos
M Holdings Securities, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
M Holdings Securities, INC.
August 2018 - December 2023 · 5 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.