Lynn
Snyder

Johnson Bixby

CRD#3156204
Investment Advisor
in Vancouver, WA

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About this Advisor

Lynn Snyder is a chartered financial analyst working in Vancouver, Washington who has 3 years of relevant experience. Snyder works at Johnson Bixby. The advisor has gained experience at Johnson Bixby & Associates LLC, Kms Financial Services, Inc, Securities America, Inc, Private Client Services and Johnson Bixby & Associates LLC Dba Johnson Bixby. Snyder maintains a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Washington. Johnson Bixby is a business based in Vancouver, WA. It oversees $591 million in assets under management between its 1,936 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,936 customer accounts, 42% belong to high-net-worth individuals who have more than $1 million in assets. Johnson Bixby offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which service is provided. However, fees billed by Johnson Bixby likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

275 West Third Street Suite 600
Vancouver, WA 98660

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Johnson Bixby Brokerage Details

Total Assets Under Management

$590,749,395

WA Average: $3,566,627,242
Total Number of Employees

6

WA Average: 46
Total Number of Accounts

1,936

WA Average: 1,499
Average Account Size

$305,139

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lynn Snyder Work History

Lynn has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Private Client Services

2020 - Present (4 years)

Johnson Bixby & Associates LLC Dba Johnson Bixby

2020 - 2022 (2 years)

Securities America, Inc

2019 - 2020 (1 year)

Johnson Bixby & Associates LLC

2019 - 2020 (1 year)

Kms Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lynn Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Bixby

Lana Alvarez
Vancouver, WA
Zachary Reuter
Vancouver, WA
Patricia Spies
Vancouver, WA
Lynn Snyder
Vancouver, WA
Cynthia Thompson
Vancouver, WA
Amanda Reynolds
Vancouver, WA
Cynthia Staley
Vancouver, WA
Amanda Peterson
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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