Best Investors Account Sign in
Inactive

Edward James Snyder

Commonwealth Financial Network

Carmel, IN

Claim This Profile
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-03-28
  • IN RA
    APPROVED
    Since 2016-03-28

Branch Locations

12900 N. Meridian Street Suite 130, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oaktree Financial Advisors Inc Carmel IN 03/2001 Present
Independent Insurance Agent Carmel IN 05/2001 Present
Commonwealth Financial Network Waltham MA 03/2016 04/2025
Commonwealth Financial Network Waltham MA 04/2025 Present
Previous Registrations
Other Businesses

1) FIXED INSURANCE SALES, OAKTREE FINANCIAL ADVISORS; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 2) CO-OWNER, PRESIDENT AND SECRETARY OF OAKTREE FINANCIAL ADVISORS, ENTITY CREATED TO FACILITATE SECURITIES, ADVISORY, INSURANCE, AND TAX PREPARATION BUSINESSES; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 3) TRUSTEE OF COMPANY RETIREMENT PLAN, OAKTREE FINANCIAL ADVISORS, INC. 401K PLAN. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-24
  • S63 Uniform Securities Agent State Law Examination
    1994-06-24
Designations

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor