Financial Advisor in Addison, Texas with 26 Year(s) of Experience
Professional Designations
Certified Financial Planner (CFP) - 58535
Personal Bio
36th year of investment experience
Certified Financial Planner ® practitioner
Master's Degree in Financial Planning, Magna cum laude, University of Dallas 2005
Bachelor's Degree in Financial, Utah State University, 1986
Adjunct Professor at the University of Dallas, Graduate School of Management, 1999-2007
Author: Investing Quick Start Guide, #1 Best Seller on Amazon
Honored in D Magazine's "Best Financial Planners"
Received "5 Star Pro" Wealth Manger Awards in Texas Monthly
Firm Name
Snow Financial Group, LLC
Firm Bio
Founded Snow Financial Group, LLC in 2006 as an Independent Planning and Wealth Management Firm. I've been in the financial services industry since 1987.
Advisor Type
Broker Dealer - Ted Snow
Firm License #
42046
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Education
Associates
Duration: 1982 - 1984
Bachelors
Duration: 1984 - 1986
Masters Degree
Duration: 1993 - 1995
License(s)
Other, Series 6, Series 63, Series 7
Advisor License #
1650430
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Fee-Based
Specialties
Preferred Client Type
Membership Associations
Financial Planning Association (FPA)
Articles & Blogs
Personal Blog
Activities/Hobbies
Other
Military Veteran
Language Spoken
English
Volunteer Experience
TalkEnglish – practicing conversational English, through the bible, with people all over the world.
Accomplishments
Living a simple, purposeful, life full of Peace.
Honors/Awards
I have a #1 best selling book on Amazon that came out in September, 2018 entitled Investing Quick Start Guide. The 2nd edition will be out in early 2022.
My second book is entitled Retirement Planning Quick Start Guide and is on Amazon as well.
Publications Featured In
Forbes
Investopedia
Kiplinger’s
Other
Disclaimer
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Snow Financial Group, LLC is not an affiliate of Kestra IS or Kestra AS.
Ted Snow CFP
FIDUCIARY
Position: Founder
Category: Tax & Accounting
Inception of Business: 1997