DS
DS

Diane Cynthia Snyder

12 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Diane works as an insurance agent for Snyder Financial, selling insurance and annuity products since 2009. This activity requires more than full-time commitment.

Employment History
Current Registrations
Horter Investment Management, LLC
February 2013 - Present · 13 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Diane Cynthia Snyder - Financial Advisor | TrueAdvisor