Grant SpencerCRD Number: 6677893
Current Firm: Dimensional Fund Advisors LP
Grant Spencer (CRD# 6677893) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Dimensional Fund Advisors||Austin, TX||Jul 2018 - Current||3|
|Wells Fargo Securities, LLC||Charlotte, NC||Jun 2016 - Jun 2018||2|
|Wake Forest University||Winston Salem, NC||Aug 2012 - Jun 2016||3|
|Babson Capital||Charlotte, NC||Jun 2015 - Aug 2015||< 1|
|Lockton Companies||New York, NY||Jun 2014 - Aug 2014||< 1|
|Rt Specialty||Kansas City, MO||Jun 2013 - Aug 2013||< 1|
|Blue Valley North High School||Overland Park, KS||Aug 2009 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management650,660MILLIONS
Total Number of Accounts442ACCOUNTS
Average Account Value$1,472,080,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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