Spenser Liszt, financial advisor Dallas TX

Spenser Liszt

CRD Number: 7134111
Current Firm: Paradigm Advisors, LLC

Spenser Liszt (CRD# 7134111) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has over 3 years of experience in the finance industry. Spenser Liszt 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.

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Professional Designations
Company Name Location Dates Years
Paradigm Advisors, LLC Dallas, TX Jun 2019 - Current 3
Paradigm Advisors, LLC Dallas, TX Mar 2019 - Current 3
Thriving Musician LLC Dallas, TX Jan 2018 - Feb 2020 2
Self Employed Dallas, TX Jan 2009 - Feb 2020 11
Lone Star Wind Orchestra Dallas, TX Jan 2016 - Jun 2019 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Spenser L. Liszt
Phone Number: 214-756-6066
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $336,028
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AR, TX

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