Featured Business Financial Advisor in Bellevue, WA
Bellevue Financial Advisors
Snider Financial Group
12505 Bel-Red Rd. Suite 200
Bellevue, WA 98005
(425) 453-7080
Advisor Profile
Monte Snider
Name:  Monte Snider
Phone Number:  (425) 453-7080
Website:  Visit Website
Disclaimer
Securities offered through LPL Financial, member FINRA (www.finra.org), SIPC (www.sipc.org). Investment Advisory Services offered through Snider Financial Group, a registered investment advisor not affiliated with LPL Financial.

About Snider Financial Group

Snider Financial Group, Inc., is a full-service wealth management team of Financial Advisors in Bellevue, WA. We recognize the importance of creating long-term client relationships built on integrity and trust. In order to earn that trust we put the clients' interests first and care for each client's goals as if they were our own. Our investment advice services are flexible and objective and we are not exclusive to the products of any bank, brokerage, or insurance company. We provide unbiased financial planning for high net-worth individuals and families who seek comprehensive, dynamic financial plans to achieve their life goals. Our goal is to bring clarity and transparency to your complex investment challenges. These core values have created a happy family of high net-worth clients and we would like to warmly invite you to join our family.

Sincerely,

Monte Snider, President
 

General Information

Gender:    Male
CRD#:    2244934
Name of Broker/Dealer:    LPL Financial
States Licensed in:    AK, AR, AZ, CA, ID, IL, KY, MD, MI, MN, MT, NJ, NY, OH, OR, PA, UT, WA, WI
States Willing to do Business in:    Auburn,Bainbridge Island,Bellevue,Black Diamond,Bothell,Bremerton,Carnation,Duvall,Edmonds,Everett,Fall City,Federal Way,Issaquah,Kenmore,Kent,Keyport,Kingston,Kirkland,Lynnwood,Maple Valley,Mercer Island,Monroe,Mountlake Terrace,Mukilteo,Port Gamble,Port Orchard,Poulsbo,Redmond,Renton,Seattle,Snohomish,Tacoma,Vashon,Woodinville
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    13
Work Experience:    Twenty years of experience in financial planning. I am a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow (LUTCF) and FINRA series 6, 63, 7, 65, 24, 53, and 3 registered with LPL Financial. My education includes a degree in finance from the University of Arkansas and continued education at the American College (focus includes retirement income planning, income taxation, investments, risk management and financial planning) and MetLife's Financial Planning School.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
BA, Finance - University of Arkansas (1992)
 

Services

Investment Types:    Access to Real Estate, Insurance, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 24, Series 7, Series 53, Series 63, Series 3, Series 6, Series 65
Insurance and Annuity Licenses:    Disability, Property, Casualty, Health, Life
Financial Organization Memberships:    Financial Services Institute, Million Dollar Roundtable, Paladin Registry
 

Firm Information

Firm's Number of Clients:    104
Firm's Number of Planning Clients:    85
Firm's Number of Managed Clients:    104
Assets Managed by Firm:    $100,000,000
Advisor's Number of Clients:    100
Advisor's Number of Managed Clients:    100
Advisor's Number of Planning Clients:    85
Assets Managed by Advisor:    $100,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $200,000
Compensation Methods:    Hourly, Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    .5 - 1.8%
Hourly Rate:    $250
Additional Details on Charges:    Our fees are negotiable based on client investments, situation and scope of services provided.
Minimum Fee Charged for Hourly Planning Accounts:    3500
Minimum Fee Charged for Flat Fee Accounts:    3500
 
 
 
Prepared By: Monte Snider

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