CS
CFP
CS
CFP

Chelsey Snyder

2 Years of Experience
Lubbock, TX
Broker

Chelsey Snyder is a CFP-designated registered investment advisor, based in Lubbock, TX, with 2 years of industry experience.

Location

1500 Broadway, Ste. 1120, Lubbock, TX, 79401

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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

Chelsey is involved in three outside business activities: tax preparation, administrative work, and operating as an independent contractor under Crawford Financial Planning. The tax preparation takes minimal time, while the other two activities each take about 10-20% of her time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2025 - Present · 8 mos
Cambridge Investment Research Advisors, INC.
September 2025 - Present · 8 mos
Cambridge Investment Research, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2024 - July 2025 · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
May 2023 - July 2025 · 2 yrs 2 mos
State Registrations2 states
IDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Chelsey Snyder - Financial Advisor | TrueAdvisor