Lincoln Financial Advisors Corporation
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About this Advisor
Thomas Snow is a certified financial planner based in Boston, Massachusetts. Currently a registered investment advisor at Lincoln Financial Advisors Corporation, they have gathered 16 years of work experience. Snow holds Series 63 and Series 66 licenses, which qualify them as a securities broker. Snow can advise clients in Massachusetts. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Synergy and Lincoln Financial Advisors. Lincoln Financial Advisors Corporation is located in Boston, Massachusetts, and has 459 additional offices in the nation. As a firm, Lincoln Financial Advisors Corporation oversees $22 billion in assets throughout 73,971 client accounts and retains more than 1,995 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 11,369 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lincoln Financial Advisors Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Financial Advisors Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Thomas Snow Work History
Thomas has 17 years of experience.
Lincoln Financial Advisors
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Thomas Snow has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lincoln Financial Advisors Corporation
San Ramon, CA
Salt Lake City, UT