William Franklin Snider Jr., CFA

Overview

William Franklin Snider Jr. is a registered representative and an investment adviser representative based in Bethesda, MD, with 31 years in the industry.

Years in the industry

31

States registered

1

Exams passed

7

Current firms

2

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Registered in 1 state

• Series 24
• Series 62
• Series 65
• Series 7
• Series 79TO
• Series 99TO
• SIE

Every state, with registration and license dates

Firms

• Broadoak Partners, LLCCurrent firm
• Broadoak Asset Management, LLCCurrent firm

Employment history since 2007

Book and practice

Firm assets under management on file