Adam SpenceCRD Number: 4569706
Current Firm: Cpf Texas
Adam Spence (CRD# 4569706) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Vestpro Financial Partners, Inc. Dba Cpf Texas||Plano, TX||Jan 2008 - Current||9|
|Lpl Financial LLC||Plano, TX||Dec 2004 - Current||12|
|The Center For Personal Finance||Plano, TX||Feb 2006 - Jan 2008||1|
|The Center For Personal Finance||Plano, TX||Aug 2001 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management190MILLIONS
Total Number of Accounts396ACCOUNTS
Average Account Value$479,091
- 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
CA, CO, LA, OK, TX
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