Spencer Cazier (CRD# 6768072) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Layton, UT and has over 6 years of experience in the finance industry. Spencer Cazier 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# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navigate Private Wealth LLC | Draper, UT | Jun 2018 - Current | 5 |
| Navigate Private Wealth LLC | Draper, UT | Mar 2017 - Jun 2018 | 1 |
| Beespath, Inc. | Cove, UT | Jan 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- UT
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts1,691ACCOUNTS
-
Average Account Value$233,714
- 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
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, NH, NV, OR, TX, UT, WA
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