James Snyder, CFP®

VP - Sr. Financial Consultant

+1 856-446-2276

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

17 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2008-2022
  • Financial Advisor, Ameriprise Financial, 2005-2008

Education

  • B.S. Sport & Entertainment Management, University of South Carolina

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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