Lynn Douglas Snyder
Investment Adviser Representative at Advice AND Planning Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lynn Douglas Snyder is an investment adviser representative with Advice and Planning Services in Washington, DC, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Johnson Bixby and KMS Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Alabama, District of Columbia, Texas, and Vermont.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, District of Columbia, Texas, Vermont
- Broker:
2 states and territories
District of Columbia, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Johnson Bixby & Associates LLCApr 2019 – Oct 2020Vancouver, WA
- KMS Financial Services, Inc.Sep 2019 – Nov 2020Seattle, WA
- UnemployedJul 2010 – Mar 2019Sherwood, OR
- Johnson Bixby & Associates LLC DBA Johnson BixbyOct 2020 – May 2026Vancouver, WA
- Securities America, Inc.Nov 2020 – Aug 2022Vancouver, WA
- Private Client Services, LLCAug 2022 – May 2026Vancouver, WA
- Johnson BixbyOct 2020 – May 2026Vancouver, WA
- TIAAJun 2026 – no end date reportedWashington, DC
- Tiaa-cref Individual & Institutional Services, LLCJun 2026 – no end date reportedWashington, DC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advice AND Planning Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,648
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-63550
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Advice AND Planning Services
Showing 12 of 1,648 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lynn Douglas Snyder has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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