Eric
Snodgrass
Avantax Advisory Services
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About this Advisor
Eric Snodgrass is a financial advisor based out of Wheeling, West Virginia who has 6 years of relevant experience. Snodgrass is currently employed by Avantax Advisory Services. Throughout their career, Snodgrass has worked at Avantax Investment Services, Inc, Fsc Securities Corporation, Avantax Insurance Services, LLC, Mason Energy, LLC, Union Local High School, Avantax Advisory Services, Motorist Life, Glessner & Associates, Pllc, Glessner Wharton Andrews Insurance LLC and Highland Capital Brokerage. Snodgrass maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in West Virginia. Avantax Advisory Services is a financial advisory firm based out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in assets between its 123,393 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The company has a wide set 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. Financial advisory fee schedules usually vary depending on which services are provided. However, fees billed by Avantax Advisory Services can include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
Eric Snodgrass Work History
Eric has been registered as a financial advisor for 6 years.*
Glessner Wharton Andrews Insurance LLC
Avantax Investment Services, Inc
Avantax Insurance Services, LLC
Avantax Advisory Services
Glessner & Associates, Pllc
Union Local High School
Mason Energy, LLC
Highland Capital Brokerage
Motorist Life
Fsc Securities Corporation
*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 Eric Snodgrass 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 Avantax Advisory Services
Fullerton, CA
Wilmington, DE
Irving, TX
Mccordsville, IN
Lansdale, PA
Fort Worth, TX
Ann Arbor, MI
Irving, TX
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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