Christopher Spencer (CRD# 6058677) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 11 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Merrimack, NH | Apr 2019 - Current | 5 |
| Santander Bank N.a. | Salem, NH | May 2018 - Apr 2019 | < 1 |
| Santander Securities, LLC | Salem, NH | May 2018 - Apr 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Exeter, NH | Oct 2017 - May 2018 | < 1 |
| Bank Of America, N.a. | Exeter, NH | Oct 2017 - May 2018 | < 1 |
| Self Employed | Wilmington, MA | Nov 2015 - Sep 2017 | 1 |
| Td Ameritrade Inc. | Burlington, MA | Jan 2015 - Nov 2015 | < 1 |
| Fidelity Investments | Merrimack, NH | Apr 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- MA
- NH
- TX
-
Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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