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Des Moines Financial Advisors
Sound Investment Services
22007 Marine View Drive South, Suite 100
Des Moines, WA 98198
(800) 709-4531
“Independent Financial Services are Better”
Advisor Profile
Name: David Snavely
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Business Description
401-K Rollovers, Mutual Funds, Managed Money accounts, Risk Managed Solutions, Retirement Planning, Lifetime Income PLanning. Securties licenses Series 6,63, 65 Life,Health, Disabilty Insurance.
 

General Information
Gender:    Male
CRD#:    2030866
Firm CRD#:    6390
Name of Broker/Dealer:    Pacific West Securities, Inc.
States Licensed in:    CA, CO, ID, OR, WA
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors
 

Services
Investment Types:    Mutual Funds, Stocks
 

Qualifications & Memberships
Securities Licenses:    Series 6
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
 

Compliance
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: David Snavely
Most Recent Update: 05/29/2008