Bruce
Snyder
First Heartland Consultants, Inc
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About this Advisor
Bruce Snyder is a financial advisor based in Carmel, Indiana who has 20 years of relevant experience. Snyder is an employee of First Heartland Consultants, Inc. They have been employed by First Heartland Consultants, Inc for their whole career. Snyder maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in California and Indiana. First Heartland Consultants, Inc is a business headquartered in Lake Saint Louis, MO. The firm has offices in 78 locations and a total of 105 advisors. It handles $2 billion in assets among its 9,067 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 9,067 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. First Heartland Consultants, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely depend on which service is provided. However, fee types billed by First Heartland Consultants, Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bruce Snyder Work History
Bruce has been registered as a financial advisor for 20 years.*
First Heartland Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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