Lance Spencer (CRD# 1981961) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 34 years of experience in the finance industry. Lance Spencer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Global Investments | Bountiful, UT | Jan 2021 - Current | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jan 2021 | 2 |
| Fidelity Investments | Chandler, AZ | Sep 2012 - Jan 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- AZ
- CA
- ID
- UT
-
Total Assets Under Management2,029MILLIONS
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- 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
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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