Unclaimed Profile

William Thompson Sneed

FORVIS MAZARS WEALTH ADVISORS, LLC·SPRINGFIELD, Missouri

Series 7, Series 63, Series 65Clean record23 years registeredFORVIS MAZARS WEALTH ADVISORS, LLC

910 EAST ST LOUIS ST, SPRINGFIELD, MO 65806CRD# 1377917Firm CRD# 110905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Thompson Sneed · SPRINGFIELD, MO

Registration

CRD #1377917 · FORVIS MAZARS WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FORVIS MAZARS WEALTH ADVISORS, LLC

Jun 2022 – present

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jan 2017 – Aug 2022

Raleigh, NC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Sep 2006 – Dec 2016

ASHEVILLE, NC

WACHOVIA SECURITIES, LLC

May 2003 – Sep 2006

GREENVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905 · SEC 801-56928

AUM

$8.9B

Regulatory assets under management

Employees

117

12,871 client accounts

Services offered by FORVIS MAZARS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORVIS MAZARS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Thompson Sneed offer?

William Thompson Sneed specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are William Thompson Sneed's credentials?

William Thompson Sneed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Thompson Sneed located?

William Thompson Sneed is based in SPRINGFIELD, Missouri, working with FORVIS MAZARS WEALTH ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does William Thompson Sneed charge for services?

William Thompson Sneed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORVIS MAZARS WEALTH ADVISORS, LLC?

FORVIS MAZARS WEALTH ADVISORS, LLC has approximately 117 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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