Thomas
Snow

Lincoln Financial Advisors Corporation

CRD#4719360
Investment Advisor
in Boston, MA

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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

125 Summer Street Suite 1400
Boston, MA 02110

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

MA Average: $1,347,246,178
Total Number of Employees

1,995

MA Average: 46
Total Number of Accounts

73,971

MA Average: 1,775
Average Account Size

$301,270

MA Average: $759,012

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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
  • Other

Thomas Snow Work History

Thomas has 17 years of experience.

2014 - Present (6 years)

Lincoln Financial Advisors

2011 - Present (9 years)

Synergy

2010 - 2014 (4 years)

Northwestern Mutual Wealth Management Company

2003 - 2014 (11 years)

Northwestern Mutual Life Insurance Company

2003 - 2014 (11 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Thomas Snow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

Brian Owens
Birmingham, AL
Dennis Malcolm
Houston, TX
Jordan Murray
San Ramon, CA
Austyn Whittenburg
Salt Lake City, UT
Daniel Becker
Addison, TX
Derrick Nguyen
Irvine, CA
James Tucker
Syracuse, NY
Andrew Lisi
Chicago, IL

This content was compiled from the SEC and FINRA.

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