Phillip Spangler, financial advisor Orlando FL

Phillip Spangler

CRD Number: 6674947
Current Firm: Primerica Advisors

Phillip Spangler (CRD# 6674947) is an Investment Advisor Representative working at Primerica Advisors in Orlando, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Orlando FL
Peter Abbate
CRD# 6127350
Valic Financial Advisors, Inc.
Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
Fountain Auto Mall Orlando, FL Apr 2021 - Current < 1
Kelly Educational Staffing Lakeland, FL Oct 2019 - Current 2
Last Chance Enterprises Orlando, FL Jan 2019 - Current 2
Pfs Investments Inc. Orlando, FL Jul 2016 - Current 5
Primerica Financial Services Orlando, FL Mar 2015 - Current 6
Pop-a-lock Of Polk County Lakeland, FL Feb 2021 - Apr 2021 < 1
Osceola County School Board Kissimmee, FL Aug 2017 - Jun 2018 < 1
Lake County School Board Tavares, FL Apr 2017 - Aug 2017 < 1
Kelly Services Inc. Lakeland, FL Apr 2017 - Aug 2017 < 1
Revolution Ministries Avon Park, FL Aug 2016 - May 2017 < 1
Innovative Solar Inc. Lakeland, FL Jan 2017 - Mar 2017 < 1
Polk County School Board Bartow, FL Sep 2016 - Jan 2017 < 1
Kelly Educational Staffing Lakeland, FL Dec 2015 - Aug 2016 < 1
Polk State College Winter Haven, FL Jun 2013 - May 2016 2
Publix Supermarkets Championsgate, FL Feb 2011 - Mar 2016 5
University Of North Florida Jacksonville, FL Aug 2012 - May 2013 < 1
Polk State College Winter Haven, FL Jun 2009 - Jul 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
S63 Uniform Securities State Law Examination Jun 2019
Contact Info for Phillip S. Spangler
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.