Charles Glen Snow

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1986 → Present
  Snow Tax Consulting
  Ft Worth, TX
• 08/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 1999-12-20 → 2013-06-05
  Mml Investors Services, Llc
  Ft. Worth, TX
  Fort Worth, TX

Other Businesses

1) OWNER OF SNOW TAX CONSULTING, 2625 8TH ST, FORT WORTH TX ; DO ACCOUNTING; ABOUT 120 HOURS PER MONTH, 95 DURING TRADING HOURS; NAME:CHARLES SNOW INS .INV REL: N; ADD:2625 8TH ST, FORT WORTH TX ; NATURE:INSURANCE APPOINTMENTES W/ VARIOUS OUTSIDE CARRIERS.POSITION: AGENT; START DATE: 08/03; NO. HR/MO: 0-1; NO.HR/MO DURING SEC TRADING: 0-1; DESCRIBE DUTIES: SALES & SERVICE OF TRADITIONAL INSURANCE PRODUCTS. 2 HOURS DURING SECURITIES TRADING TIME 2625 8TH ST, FORT WORTH TX 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) CSWP, LLC, PO BOX 11097, FORT WORTH, TX, LLC MEMBER MANAGER, PRIVATE SECURITIES TRANSACTION/PASSIVE INVESTMENT, 12/07/20, NIR, 1/YR- 0/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 08/15/2014

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-14
• S63 Uniform Securities Agent State Law Examination
  1997-01-28

Other Names

• Charles Glen Snow