Thomas
Snow

Lincoln Financial Advisors Corporation

CRD#4719360
Investment Advisor
in Boston, MA
Are you Thomas Snow? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 15 years of experience.

2014 - Present (5 years)

Lincoln Financial Advisors

2011 - Present (8 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.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started