Lpl Financial Advisor
Current
Sep 2021 - Present
AeroLeads people directory · profile
Coby Snyder, Cfp®, Cepa® Email & Phone Number
LPL Financial Advisor
at
Mustang Private Wealth
1 work email found
@coasthills.coop
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
LPL Financial Advisor
Location
San Luis Obispo, California, United States
Who is Coby Snyder, Cfp®, Cepa®? Overview
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Quick answer
Coby Snyder, Cfp®, Cepa® is listed as LPL Financial Advisor at Mustang Private Wealth, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at coasthills.coop and a matched LinkedIn profile for Coby Snyder, Cfp®, Cepa®.
Coby Snyder, Cfp®, Cepa® previously worked as Wealth Management Operations Manager at Coasthills Credit Union and Wealth Management Operations Associate at Coasthills Credit Union. Coby Snyder, Cfp®, Cepa® holds Bachelor Of Science - Bs, Business Administration: Finance Management from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Mustang Private Wealth
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*@coasthills.coop
68% confidence
AeroLeads found 1 current-domain work email signal for Coby Snyder, Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Coby Snyder, Cfp®, Cepa®
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CoastHills Credit Union and CoastHills Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CoastHills Wealth Management, and may also be employees of CoastHills Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoastHills Credit Union or CoastHills Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Financial Analysis, Business Development, Customer Service, Sales, and 10 others.
Current workplace
Coby Snyder, Cfp®, Cepa®'s current company
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4 roles
Coby Snyder, Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Wealth Management Operations Manager
Feb 2020 - Sep 2021
Wealth Management Operations Associate
Responsible for providing the necessary advanced and diverse operational support for Wealth Management clients to ensure that they receive a positive experience and exceptional service.
Jul 2018 - Feb 2020
Cfa Research Challenge Regional Champion
Produced an initial coverage investment report and valuation on Salesforce.com. Performed financial analysis using multiple valuation models
Nov 2017 - Nov 2017
1 education record
Coby Snyder, Cfp®, Cepa® education
-
California Polytechnic State University-San Luis Obispo
FAQ
Frequently asked questions about Coby Snyder, Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Coby Snyder, Cfp®, Cepa® work for?
Coby Snyder, Cfp®, Cepa® works for Mustang Private Wealth.
What is Coby Snyder, Cfp®, Cepa®'s role at Mustang Private Wealth?
Coby Snyder, Cfp®, Cepa® is listed as LPL Financial Advisor at Mustang Private Wealth.
What is Coby Snyder, Cfp®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @coasthills.coop for Coby Snyder, Cfp®, Cepa® at Mustang Private Wealth.
Where is Coby Snyder, Cfp®, Cepa® based?
Coby Snyder, Cfp®, Cepa® is based in San Luis Obispo, California, United States while working with Mustang Private Wealth.
What companies has Coby Snyder, Cfp®, Cepa® worked for?
Coby Snyder, Cfp®, Cepa® has worked for Mustang Private Wealth, Coasthills Credit Union, and Cfa Society San Francisco.
How can I contact Coby Snyder, Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Coby Snyder, Cfp®, Cepa® at Mustang Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Coby Snyder, Cfp®, Cepa® attend?
Coby Snyder, Cfp®, Cepa® holds Bachelor Of Science - Bs, Business Administration: Finance Management from California Polytechnic State University-San Luis Obispo.
What skills is Coby Snyder, Cfp®, Cepa® known for?
Coby Snyder, Cfp®, Cepa® is listed with skills including Financial Analysis, Business Development, Customer Service, Sales, Recruiting, Marketing, Social Media, and Lean Six Sigma.
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