Coby Snyder, Cfp®, Cepa®

Coby Snyder, Cfp®, Cepa® Email and Phone Number

LPL Financial Advisor at Mustang Private Wealth @ Mustang Private Wealth
Coby Snyder, Cfp®, Cepa®'s Location
San Luis Obispo, California, United States, United States
Coby Snyder, Cfp®, Cepa®'s Contact Details

Coby Snyder, Cfp®, Cepa® work email

Coby Snyder, Cfp®, Cepa® personal email

n/a
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.

Coby Snyder, Cfp®, Cepa®'s Current Company Details
Mustang Private Wealth

Mustang Private Wealth

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LPL Financial Advisor at Mustang Private Wealth
Coby Snyder, Cfp®, Cepa® Work Experience Details
  • Mustang Private Wealth
    Lpl Financial Advisor
    Mustang Private Wealth Sep 2021 - Present
    San Luis Obispo, California, Us
  • Coasthills Credit Union
    Wealth Management Operations Manager
    Coasthills Credit Union Feb 2020 - Sep 2021
    Santa Maria, California, Us
  • Coasthills Credit Union
    Wealth Management Operations Associate
    Coasthills Credit Union Jul 2018 - Feb 2020
    Santa Maria, California, Us
    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.
  • Cfa Society San Francisco
    Cfa Research Challenge Regional Champion
    Cfa Society San Francisco Nov 2017 - Nov 2017
    San Francisco, California, Us
    Produced an initial coverage investment report and valuation on Salesforce.com. Performed financial analysis using multiple valuation models

Coby Snyder, Cfp®, Cepa® Skills

Financial Analysis Business Development Customer Service Sales Recruiting Marketing Social Media Lean Six Sigma Management Career Counseling Capital Structure Financial Services Financial Institutions Personal Finance

Coby Snyder, Cfp®, Cepa® Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Business Administration: Finance Management

Frequently Asked Questions about Coby Snyder, Cfp®, Cepa®

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 the current company?

Coby Snyder, Cfp®, Cepa®'s current role is LPL Financial Advisor at Mustang Private Wealth.

What is Coby Snyder, Cfp®, Cepa®'s email address?

Coby Snyder, Cfp®, Cepa®'s email address is co****@****ls.coop

What schools did Coby Snyder, Cfp®, Cepa® attend?

Coby Snyder, Cfp®, Cepa® attended California Polytechnic State University-San Luis Obispo.

What skills is Coby Snyder, Cfp®, Cepa® known for?

Coby Snyder, Cfp®, Cepa® has skills like Financial Analysis, Business Development, Customer Service, Sales, Recruiting, Marketing, Social Media, Lean Six Sigma, Management, Career Counseling, Capital Structure, Financial Services.

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