Sean Spencer (CRD# 5622254) is an Investment Advisor Representative working at Access Capital, LLC in Wichita, KS and has over 14 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Capital LLC | Wichita, KS | Nov 2023 - Current | < 1 |
| Pks Investments | Albany, NY | Nov 2023 - Current | < 1 |
| Truenorth, Inc./ima Wealth, Inc. | Wichita, KS | Jul 2015 - Nov 2023 | 8 |
| Lpl Financial LLC | Wichita, KS | Nov 2013 - Jul 2015 | 1 |
| Intrust Bank N.a. | Wichita, KS | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- KS
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$770,868
- 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
KS
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