Don Spicer, financial advisor Oklahoma City OK
96 score

Don Spicer

CRD Number: 1392929
Current Firm: Cambridge Investment Research Advisors, Inc.

Don Spicer (CRD# 1392929) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oklahoma City, OK and has over 31 years of experience in the finance industry. Don Spicer 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
Cambridge Investment Research, Inc. Fairfield, IA Mar 2010 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2010 - Current 6
Farmers & Merchants Bank Guthrie, OK Dec 2003 - Mar 2010 6
Investment Centers Of America Guthrie, OK Dec 2003 - Mar 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Don Spicer
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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