William Ralph Snodgrass

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2007 → 01/2019
  W.R. Snodgrass Co.
  Canoga Park, CA
• 06/2016 → 07/2017
  Guardian Life Ins
  Houston, TX
• 06/2016 → 07/2017
  Park Avenue Securities
  Houston, TX
• 07/2017 → 12/2017
  Unemployed
  Houston, TX
• 12/2017 → 07/2024
  Amegy Bank (Zions Affiliate)
  The Woodlands, TX
• 12/2017 → 07/2024
  Lpl Financial Llc
  The Woodlands, TX
• 07/2024 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2017-12-20 → 2024-08-01
  Lpl Financial Llc
  Houston, TX
  The Woodlands, TX
  Cypress, TX
  Houston, TX
  Houston, TX
  The Woodlands, TX
  The Woodlands, TX
  Dallas, TX
  The Woodlands, TX
  Kingwood, TX
• 2016-06-24 → 2017-08-10
  Park Avenue Securities Llc
  Magnolia, TX
  Houston, TX
• 2016-03-09 → 2016-06-22
  Mml Investors Services, Llc
  Houston, TX
• 2013-10-30 → 2016-01-12
  Osaic Services, Inc.
  Sherman Oaks, CA
  Houston, TX
• 2011-03-14 → 2013-10-25
  Waddell & Reed
  Las Vegas, NV

Other Businesses

1. Fixed insurance sales; as of 07/18/2024; 4% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Matt25 Capital, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/13/2024; % time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01

Designations

• Certified Financial Planner

Other Names

• William R Snodgrass Iii
• William Ralph Snodgrass
• William Snodgrass
• William Ralph Snodgrass
• Billy Snodgrass