Spenser LisztCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management69MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$336,028
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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