Lynn D. Snyder

JOHNSON BIXBY

VANCOUVER, WA 98660

Some features on this profile are disabled

CRD#: 3156204

Professional summary

Lynn Douglas Snyder is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Lynn has worked at 7 firms and has passed the Series 63, Series 6TO, Series 7TO, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JOHNSON BIXBY & ASSOCIATES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WAS 98660. RIA. 173 HRS/MO; 100 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Douglas Snyder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 16, 2020 - Present

JOHNSON BIXBY

Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660

RIA

CRD#: 310839

VANCOUVER, WA

Current

August 12, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 275 West Third St, Ste 600, Vancouver, WA 98660

RIA

CRD#: 120222

Vancouver, WA

Past

November 6, 2020 - August 15, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

VANCOUVER, WA

Past

January 7, 2020 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Past

September 11, 2019 - November 5, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

December 5, 2003 - November 3, 2004

COLUMBIA FINANCIAL CENTER INCORPORATED

CRD#: 23562

PORTLAND, OR

Past

March 6, 2002 - December 9, 2003

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

December 7, 1998 - February 15, 2001

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/12/2022)

California
(8/12/2022)

Colorado
(8/12/2022)

New York
(8/12/2022)

Oregon
(8/12/2022)

IAR

Washington
(10/16/2020)

Washington
(8/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/20/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/6/2020

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 2/4/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Mailing Address

Phone number

(360) 695-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,142
AUM (Assets Under Management)	$ 789,526,420

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lynn D. Snyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Douglas Snyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

SECURITIES AMERICA, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

COLUMBIA FINANCIAL CENTER INCORPORATED

BOFA DISTRIBUTORS, INC.

JANUS HENDERSON DISTRIBUTORS US LLC

Primary Firm SEC Registration

JOHNSON BIXBY

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2021

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 1/6/2020

Series 7

Date: 2/4/2004

Series 6

Date: 12/3/1998

FINRA

Current Firm

JOHNSON BIXBY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BIXBY

TRUST BUT VERIFY

Similar Advisors