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Kathryn Snyder

8 Years of Experience
Camden, TN
BrokerSells Insurance

Kathryn Snyder is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Camden, TN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

21 N Forrest Avenue, Camden, TN, 38320

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kathryn is the vice president of the Dickson Referral Railway chapter of BNI and an associate/employee at FirstBank and FirstBank Investment Partners, working as a registered sales assistant, taking nearly full-time. She also works as an agent at FirstBank Insurance, dedicating about 10-20% of her time, and owns Katie's Daffodils and Sinclair School of Highland Dance, spending a few hours per week on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
August 2018 - January 2021 · 2 yrs 5 mos
LPL Financial LLCBroker
August 2018 - January 2021 · 2 yrs 5 mos
UBS Financial Services INC.Broker
December 2017 - July 2018 · 7 mos
State Registrations19 states
ALARCOFLGAIAKYLAMIMSMTNCNYOKTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.