Lincoln Financial Advisors Corporation
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About this Advisor
Thomas Snow is a certified financial planner who works out of Boston, Massachusetts, with 15 years of work experience. Snow currently works for Lincoln Financial Advisors Corporation. Over the course of their career, Snow has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Synergy and Lincoln Financial Advisors. Snow holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Massachusetts. Lincoln Financial Advisors Corporation is a company operating in Boston, Massachusetts. The investment advisory business has offices in 412 locations and a total of 2,080 financial advisors. It controls $20 billion in total assets among its 63,280 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 68 charities and foundations. Of its 63,280 accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Lincoln Financial Advisors Corporation can consist of 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 15 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.