Caleb
Snider
Osaic Institutions, Inc
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About this Advisor
Caleb Snider is a financial advisor based in Staunton, Virginia, working with Osaic Institutions, Inc. Caleb has previously held positions at First Bank & Trust Company, Dupont Community Credit Union, Strategent Financial, First Bank And Trust Company, Lowe's Home Improvement, Healthcare Services Group - Carrington Place, Big Spring Farms, Walmart, and as a full-time student. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Caleb is part of Osaic Institutions, Inc, which operates out of Staunton, Virginia. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Caleb Snider Work History
Osaic Institutions, Inc
First Bank & Trust Company
First Bank & Trust Company
Dupont Community Credit Union
Big Spring Farms
Strategent Financial
First Bank And Trust Company
Lowe'S Home Improvement
Lowe'S Home Improvement
Healthcare Services Group - Carrington Place
Walmart
Full Time Student
Full Time Student
Disclosures
Please visit the SEC profile of Caleb Snider 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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