Coby
Snyder
Lpl Financial LLC
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About this Advisor
Coby Snyder is a financial advisor based in San Luis Obispo, California, working with Lpl Financial LLC. Coby has previously held positions at Coasthills Credit Union, Cal Poly-San Luis Obispo, Gilbert Consulting Services Inc, Law Store Plus, Sms Masterminds, Cal Poly Corp, Foley Estates, Village Country Club, and Lpl Financial LLC. Coby has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Coby is part of Lpl Financial LLC, which operates out of San Luis Obispo, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Coby Snyder Work History
Lpl Financial LLC
Coasthills Credit Union
Gilbert Consulting Services Inc
Law Store Plus
Sms Masterminds
Cal Poly Corp
Foley Estates
Cal Poly-San Luis Obispo
Village Country Club
Disclosures
Please visit the SEC profile of Coby Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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