Douglas SpencerCRD Number: 1179191
Current Firm: Ifrah Financial Services, Inc.
Douglas Spencer (CRD# 1179191) is an Investment Advisor Representative working at Ifrah Financial Services, Inc. in Little Rock, AR and has over 26 years of experience in the finance industry. Douglas Spencer 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.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Ifrah Financial Services, Inc.||Little Rock, AR||Jan 2006 - Current||11|
|Douglas J. Spencer, Cpa||Warren, AR||Aug 1985 - Current||32|
|Financial Dimensions, Inc.||Rockwall, TX||Jan 1998 - Dec 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1991|
Total Assets Under Management292MILLIONS
Total Number of Accounts663ACCOUNTS
Average Account Value$440,955
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AR, CA, FL, LA, NE, TX