Spencer Ader (CRD# 7140744) is an Investment Advisor Representative working at Key Capital Management, Inc. in Hendersonville, TN and has over 4 years of experience in the finance industry. Spencer Ader 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# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Capital Management, Inc. | Hendersonville, TN | Dec 2022 - Current | 1 |
| Jline Financial | Baton Rouge, LA | Aug 2020 - Current | 3 |
| Foundations Investment Advisors LLC | Phoenix, AZ | May 2021 - Dec 2022 | 1 |
| Simplicity Wealth, LLC | Holland, MI | Aug 2020 - Apr 2021 | < 1 |
| Bank Of America, N.a. | High Point, NC | Aug 2019 - Jul 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | High Point, NC | Jun 2019 - Jul 2020 | 1 |
| Shugart Homes | Winston-salem, NC | May 2018 - Jun 2019 | 1 |
| High Point University | High Point, NC | Aug 2015 - May 2019 | 3 |
| High Point University | High Point, NC | Aug 2017 - May 2018 | < 1 |
| North Davidson High School | Lexington, NC | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- LA
- TN
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts1,637ACCOUNTS
-
Average Account Value$125,692
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AZ, FL, KY, LA, NC, OH, TN, TX
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