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George Snook

Advisor at Mass Mutual Investors Services

Updated today

Location

King George, VA 22485

Credentials

Series 63, Series 65

Industry experience

28 years

About

George Snook is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Wienken Advisors, Ltd and Appalachian Financial Literacy Group, LLC. Outside of his advisory work, he is involved as an instructor at Appalachian Financial Literacy Group, delivering educational financial literacy seminars, and is an investor in a golf simulator business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services, utilizing firm-approved tools and offering various investment and educational programs.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

Unit C, 17084 Dahlgren Rd

King George, VA 22485

Most active in

Pennsylvania · Texas · Virginia

Work history

Appalachian Financial Literacy Group, LLC

2025 - Present (1 year)

Appalachian Financial Literacy Group, LLC

2024 - 2025 (1 year)

Wienken Advisors, Ltd

2008 - 2023 (15 years)

Mass Mutual Investors Services

2004 - Present (22 years)

MassMutual Life Insurance co

2004 - Present (22 years)

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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Stephen B

CFP®, Series 63, Series 65

King George, VA

King George Capital Mgmt, Inc.

Stephen Brown is a CFP® with 43 years of industry experience. He is president of King George Capital Management, Inc., where he has managed client portfolios since 1996. Prior to this, he worked at Capitol Securities Management starting in 2014. Outside of advisory work, he is involved in developing a family-owned land subdivision. King George Capital Management is a registered investment adviser with two advisors, managing approximately $31 million across around 56 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, and retirement accounts, employing both fundamental and technical analysis alongside active trading strategies.

Wealth management Retired
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Kenneth T

CFP®, Series 65

King George, VA

Brightscape Investment Centers

Kenneth Turner is a CFP® with 18 years of industry experience, currently serving as an advisor at Brightscape Investment Centers since 2007. He previously worked at TMB, Inc. for 11 years. Turner holds the Series 65 designation and is based in King George, VA. Brightscape Investment Centers is a four-advisor team managing approximately $104 million in assets for individual and high-net-worth clients. The firm employs a risk-based, goal-oriented investment approach using index funds, ETFs, and alternative assets, with a focus on non-discretionary management and an ongoing subscription planning service.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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David D

Series 63, Series 66

King George, VA

King George Capital Mgmt, Inc.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining King George Capital Management, he has worked at Kingsbridge Capital Corp. since 2000. King George Capital Management is a registered investment adviser with two advisors managing approximately $31 million across 56 client relationships. The firm serves individuals, trusts, estates, retirement accounts, and institutional clients, employing both fundamental and technical analysis in portfolio management that includes equities, fixed income, mutual funds, ETFs, options, and variable-product assets.

Wealth management Retired
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Destiny P

Series 66

Dahlgren, VA

Cetera

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jessica L

CFP®, Series 66

Charlotte Hall, MD

LPL Enterprise

Jessica Light is a CFP® professional with eight years of industry experience, currently serving at LPL Enterprise since 2024. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also works as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Elizabeth S

Series 66

Charlotte Hall, MD

Thrivent Investment Management

Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Business ownership considerations
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