Spencer Regis (CRD# 7426851) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 1414999
The Norden Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | American Fork, UT | Aug 2021 - Current | 2 |
Unemployed - Travel | Orem, UT | May 2021 - Aug 2021 | < 1 |
Brigham Young University | Provo, UT | Jan 2020 - Jul 2021 | 1 |
Grit Marketing | Orem, UT | Apr 2021 - May 2021 | < 1 |
The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City, UT | Jan 2020 - Apr 2021 | 1 |
The United States Bureau Of The Census | Dallas, TX | Aug 2020 - Oct 2020 | < 1 |
Ken Garff Automotive Group | Draper, UT | Sep 2019 - Jan 2020 | < 1 |
The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City, UT | Sep 2017 - Sep 2019 | 2 |
As You Wish Pottery | Farmington, UT | Jan 2017 - Aug 2017 | < 1 |
Weber State University | Ogden, UT | Aug 2015 - Apr 2017 | 1 |
Full Time Student - Nuames | Layton, UT | Aug 2016 - Jan 2017 | < 1 |
Davis County Government | Farmington, UT | Mar 2015 - Aug 2016 | 1 |
Full Time Education - North Davis Preparatory Academy | Layton, UT | Aug 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2022 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- 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
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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