Fate Spurlock (CRD# 1261522) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Topeka, KS and has over 39 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Envision Wealth Network | Topeka, KS | Mar 2024 - Current | < 1 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
Ameritas Investment Corp | Lincoln, NE | Jul 2016 - Current | 7 |
Ameritas Life Insurance Corp | Lincoln, NE | May 2016 - Current | 7 |
Spurlock Financial Services, Inc. | Topeka, KS | Oct 1980 - Current | 43 |
Massmutual Life Insurance Co | Overland Park, KS | Apr 2014 - Jul 2016 | 2 |
Mml Investors Services LLC | Overland Park, KS | Apr 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1984 |
S65 | NASAA Investment Advisors Law Examination | May 2010 |
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- KS
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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