Lee Spivey, financial advisor Manchester Center VT

Lee Spivey

CRD Number: 3143532
Current Firm: Wealth Management Partners, LLC

Lee Spivey (CRD# 3143532) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Manchester Center, VT and has over 25 years of experience in the finance industry. Lee Spivey 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.

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Professional Designations
Company Name Location Dates Years
Wealth Management Partners, LLC Manchester Center, VT Sep 1998 - Current 25
Spivey Lemonik Swenor Pc Manchester, VT Apr 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Lee M. Spivey
Phone Number: 802-362-1946
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

TX, VT

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