Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Camden, TN 38320
Credentials
Series 66
Industry experience
8 years
Kathryn Snyder is a Series 66-licensed financial advisor with Raymond James Financial, bringing eight years of industry experience. Her prior roles include positions at LPL Financial and UBS Financial Services. Outside of advising, she owns a daffodil farm and operates a dance instruction studio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
21 N Forrest Avenue
Camden, TN 38320
Tennessee · Texas
Raymond James Financial Services Advisors, Inc.
2022 - Present (4 years)
Raymond James Financial Services, Inc.
2021 - Present (5 years)
First Bank
2021 - Present (5 years)
FirstBank Investment Partners
2021 - Present (5 years)
FirstBank Investment Partners
2018 - Present (8 years)
LPL Financial
2018 - 2021 (3 years)
UBS Financial Services
2017 - 2018 (1 year)
UBS Financial Services
2017 - 2017 (1 year)
UBS Financial Services
2016 - 2016 (1 year)
Sewanee: University of the South
2013 - 2017 (4 years)
Sonic Drive-In
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Camden, TN
Edward Jones
Jeffrey Piskos is a financial advisor with Edward Jones in Camden, Tennessee, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and operates a thrift store and several seasonal Halloween-related businesses in Camden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Series 66
Camden, TN
Cetera
Christopher Nunnery is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera Investment Advisers LLC since 2007 and Cetera Financial Specialists LLC since 2002. In addition to his advisory work, he serves as the managing partner of Nunnery, Poyner & Bohannon, PC, CPAs, a tax and accounting firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program structures, combining retirement and fiduciary capabilities with a broad institutional network.
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