Joseph Spencer (CRD# 6504703) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has over 8 years of experience in the finance industry.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Service, Inc. | Fort Worth, TX | Mar 2016 - Current | 8 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Mar 2016 - Current | 8 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Current | 8 |
| First Command Financial Planning | Fort Worth, TX | Jun 2015 - Mar 2016 | < 1 |
| United States Marine Corps | Camp Lejeune, NC | Sep 1995 - Mar 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management17,482MILLIONS
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Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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