AdvisorOS Directory
Claim Profile
Unclaimed Profile
LS

Lisa Tyler Snider

WEST OAK CAPITAL, LLC·EAGLE, Idaho
Clean recordWEST OAK CAPITAL, LLC
1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 4707514Firm CRD# 128473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Tyler Snider · EAGLE, ID
Registration
CRD #4707514 · WEST OAK CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Tyler Snider is a registered financial advisor based in EAGLE, Idaho, affiliated with WEST OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Lisa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WEST OAK CAPITAL, LLC
WEST OAK CAPITAL, LLC
AUM
$440M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WEST OAK CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4707514
Firm CRD# 128473
View on FINRA BrokerCheck →

Looking for a financial advisor in EAGLE?

Browse all registered financial advisors in EAGLE, Idaho or claim this profile if it's yours.

Browse EAGLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lisa Tyler Snider offer?
Lisa Tyler Snider specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAGLE, Idaho for a consultation.
What are Lisa Tyler Snider's credentials?
Lisa Tyler Snider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Tyler Snider located?
Lisa Tyler Snider is based in EAGLE, Idaho, working with WEST OAK CAPITAL, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.
How does Lisa Tyler Snider charge for services?
Lisa Tyler Snider's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST OAK CAPITAL, LLC?
WEST OAK CAPITAL, LLC has approximately 8 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEST OAK CAPITAL, LLC

Byron Brand Snider
EAGLE, ID
Gerald Ira Clebanoff
EAGLE, ID
Mark Kevin Talt
WESTLAKE VILLAGE, CA

More Advisors in EAGLE, Idaho

John M. Mcclure
PROFITSCORE CAPITAL MANAGEMENT, INC.·EAGLE, ID
Ryan Shane Carlson
AMERICAN INDEPENDENT SECURITIES GROUP, LLC·EAGLE, ID
William Brian Candler
GPWM FUND MANAGER, LLC·EAGLE, ID
Bryan Alexander Rund
RW INVESTMENT MANAGEMENT LLC·EAGLE, ID
Alina Lee Santiago
CONTINUUM ADVISORY, LLC·EAGLE, ID
Kimberly Lambert Jaques
RW INVESTMENT MANAGEMENT LLC·EAGLE, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (123)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)POCATELLO (8)COEUR D'ALENE (6)POST FALLS (5)REXBURG (2)SANDPOINT (2)
City Guides
BOISE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Request removal of this profile