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Ted Snow

Advisor Details

Financial Advisor in Addison, Texas with 27 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

Total Assets Under Management

$70000000

Firm SEC/CRD #

42046

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Education

Utah State University
Associates
Duration: 1982 - 1984
Snow Junior College
Bachelors
Duration: 1984 - 1986
University of Dallas Graduate School of Managment
Masters Degree
Duration: 1993 - 1995

License(s)

Other, Series 6, Series 63, Series 7

Advisor SEC/CRD #

1650430

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Methods of Compensation

Fee-Based

Specialties

Preferred Client Type

Membership Associations

Financial Planning Association (FPA)

Personal Blog

Activities/Hobbies

Other

Military Veteran

what is investment risk

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.

Contact:


Addison, Texas 75001

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