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.
Credentials
Series 66
Experience Industry experience
8 years
Location
Camden, TN 38320
Raymond James Financial
Institution
Kathryn Snyder is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at firms including LPL Financial and UBS Financial Services, and is the owner of a dance studio and a daffodil farm. Snyder also serves as vice president of the Dickson Referral Railway chapter of BNI, a business networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Camden, TN
21 N Forrest Avenue
Camden TN 38320
Advisors at this office
1
Tennessee · Texas
8 years of industry experience
Raymond James Financial Services Advisors, Inc.
2022 - Present • 4 years
Waverly, TN
FirstBank Investment Partners
2021 - Present • 5 years
Fairview, TN
First Bank
2021 - Present • 5 years
Fairview, TN
Raymond James Financial Services, Inc.
2021 - Present • 5 years
Fairview, TN
FirstBank Investment Partners
2018 - Present • 8 years
Waverly, TN
LPL Financial
2018 - 2021 • 3 years
Murfreesboro, TN
UBS Financial Services Inc.
2017 - 2018 • 1 year
Franklin, TN
UBS Financial Services Inc.
2017 - 2017 • 1 year
Franklin, TN
Sewanee: University of the South
2013 - 2017 • 4 years
Sewanee, TN
Sonic Drive-In
2011 - 2017 • 6 years
Franklin, TN
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 at Cetera with 23 years of industry experience. He holds the Series 66 designation and has been with Cetera Investment Advisers LLC since 2007. In addition to his advisory role, he is the managing partner at Nunnery, Poyner & Bohannon, PC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary options.
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