William Spence, financial advisor Cincinnati OH
89 score

William Spence

CRD Number: 5979056
Current Firm: Argi Investment Services, LLC

William Spence (CRD# 5979056) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Argi Investment Services Louisville, KY May 2013 - Current 3
University Of Kentucky Lexington, KY May 2010 - May 2013 3
University Of Kentucky Lexington, KY Aug 2009 - Dec 2012 3
St. X High School Louisville, KY Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for William A. Spence
Phone Number: 502-753-0609
Firm Website: http://www.argi.net
Registered State(s):
  • IN
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    6,885
    ACCOUNTS
  • Average Account Value
    $162,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, IN, KS, KY, MD, MI, NC, NY, OH, PA, SC, TN, TX, VA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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