Spencer Tatum, financial advisor Lafayette LA
87 score

Spencer Tatum

CRD Number: 1015429
Current Firm: Msi Financial Services, Inc.

Spencer Tatum (CRD# 1015429) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Lafayette, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Lafayette, LA Jan 2015 - Current 1
New England Securities Boston, MA Oct 1981 - Current 35
New England Life New Orleans, LA Dec 1978 - Current 38
Lamar Life Jackson, MS Jul 1978 - Current 38
Andrew Jackson Life Jackson, MS Feb 1978 - Current 38

Spencer Tatum has no recent exams reported.
Contact Info for Spencer M. Tatum
Phone Number: 800-638-8378
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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