Spencer TatumCRD 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.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Metlife Securities Inc.||Lafayette, LA||Jan 2015 - Current||3|
|New England Securities||Boston, MA||Oct 1981 - Current||36|
|New England Life||New Orleans, LA||Dec 1978 - Current||39|
|Lamar Life||Jackson, MS||Jul 1978 - Current||39|
|Andrew Jackson Life||Jackson, MS||Feb 1978 - Current||39|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- 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
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