![Angela Spencer, financial advisor American Fork UT](/img/ws/profile-blank-sq.png)
Angela Spencer (CRD# 7229142) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 3 years of experience in the finance industry.
![Kevin Larson, financial advisor American Fork UT](/img/ws/profile-blank-sq.png)
CRD# 4683570
Cetera Investment Advisers LLC
![Paul Winter, financial advisor American Fork UT](/img/ws/profile-blank-sq.png)
CRD# 1870699
Five Seasons Financial Planning LLC
![Alec Abbott, financial advisor American Fork UT](/img/ws/profile-blank-sq.png)
CRD# 1414999
The Norden Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | American Fork, UT | Feb 2020 - Current | 4 |
Bankers Life And Casualty | Salt Lake City, UT | Aug 2019 - Jan 2020 | < 1 |
Clearlink Insurance Agency | Orem, UT | Feb 2018 - Aug 2019 | 1 |
True North Events | Lehi, UT | Mar 2016 - Apr 2018 | 2 |
Farmers Insurance/zurich | Salt Lake City, UT | Apr 2017 - Mar 2018 | < 1 |
True North Yoga | Lehi, UT | May 2015 - Mar 2016 | < 1 |
George Mueler Academy | Lehi, UT | Sep 2014 - Jun 2015 | < 1 |
Lehi Legacy Center | Lehi, UT | Mar 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- UT
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
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