Brett Sneed (CRD# 6539885) is an Investment Advisor Representative working at Pnc Investments in Winston Salem, NC and has over 8 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Winston Salem, NC | Dec 2019 - Current | 4 |
| Cuso Financial Services, LP | San Diego, CA | Mar 2017 - Nov 2019 | 2 |
| Allegacy Federal Credit Union | Winston Salem, NC | Mar 2017 - Nov 2019 | 2 |
| Edward Jones | St Louis, MO | Aug 2015 - Mar 2017 | 1 |
| Appalachian State University | Boone, NC | Jan 2014 - May 2015 | 1 |
| Appalachian State University | Boone, NC | Aug 2011 - May 2015 | 3 |
| Appalachian Regional Healthcare System | Boone, NC | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- NC
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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