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Coby Brandt Snyder

Advisor at LPL Financial — Orcutt, CA

Updated today

Credentials

Series 66

Experience

8 years

Location

Orcutt, CA 93455

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,453 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Coby Snyder is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His career includes roles at CoastHills Credit Union and several consulting and educational organizations prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Orcutt, CA

5075 S Bradley Rd, Suite 125

Orcutt CA 93455

Advisors at this office

2

Most active in

California · Texas

Work history

8 years of industry experience

LPL Financial

2018 - Present • 8 years

San Luis Obispo, CA

CoastHills Credit Union

2018 - 2021 • 3 years

Lompoc, CA

Gilbert Consulting Services Inc.

2017 - 2017 • 1 year

Arroyo Grande, CA

Law Store Plus

2017 - 2017 • 1 year

San Luis Obispo, CA

SMS Masterminds

2016 - 2017 • 1 year

San Luis Obispo, CA

Cal Poly Corp.

2015 - 2016 • 1 year

San Luis Obispo, CA

Cal Poly-San Luis Obispo

2014 - 2018 • 4 years

San Luis Obispo, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin C

Series 65

Nipomo, CA

Ambition Financial LLC

Justin Cook is a financial advisor at Ambition Financial LLC and holds a Series 65 designation. He has been with Ambition Financial since its founding in 2026 and has over a decade of experience at Cisco Systems. He also maintains a separate corporate finance role alongside his advisory work. Ambition Financial LLC is a fee-only independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on asset allocation and passive investment strategies, offering discretionary portfolio management, written financial plans, and coordination with third-party professionals.

Wealth management General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Thorne O

Series 66

Santa Maria, CA

X Advisors, LLC

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Wealth management General tax planning
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Peggy V

Series 63, Series 65

Lompoc, CA

Finances For Real Life

Peggy Van Hook is a financial advisor at Finances For Real Life with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wanda T Toro LLC. Outside of her advisory role, she is a commissioned notary in the State of California. Finances For Real Life serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of analytical methods and long-term strategies, including ESG investing, and manages approximately $108.6 million in assets.

ESG / Sustainable investing
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Alexander K

Series 63, Series 65

Santa Maria, CA

X Advisors, LLC

Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. Koury also owns and manages a consulting firm that provides online media marketing services. X Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s portfolios include a range of securities and use both indexing and active strategies, providing discretionary and non-discretionary management tailored to client goals.

Wealth management General tax planning
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Paul K

Series 65

Nipomo, CA

Miles Brown Asset Management

Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Kramer Wealth Management, Miles Brown and Associates, and several companies outside of finance, such as OhmConnect Inc and Vision Dental Plan Inc. Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals, families, trusts, and retirement and profit-sharing plans. The firm offers discretionary investment management using individual securities, mutual funds, ETFs, and options, along with a proprietary automated ETF-only platform for smaller accounts.

Social Security optimization General retirement planning Income planning Tax strategies for small businesses ESG / Sustainable investing
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Paul L

Series 63, Series 65

Nipomo, CA

Diversified Capital Group

Paul Laughton is a financial advisor with Diversified Capital Group, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Diversified Capital Management LLC since 2007. Outside of his advisory work, Laughton serves as the president of a homeowners association in Park City, Utah. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs multiple analysis methods and a range of strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing
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