Spencer HugginsCRD Number: 7478102
Current Firm: Truist Advisory Services, Inc.
Spencer Huggins (CRD# 7478102) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has 1 year of experience in the finance industry. Spencer Huggins 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.
Ubs Financial Services Inc.
Avid Wealth Management, LLC
Principal Securities, Inc.
|Truist Advisory Services, Inc.||Winston Salem, NC||Dec 2021 - Current||< 1|
|Truist Bank||Raleigh, NC||Aug 2019 - Nov 2021||2|
|Bb&t Bank||Raleigh, NC||Aug 2017 - Jul 2019||1|
|Wells Fargo||Winston Salem, NC||Jun 2013 - Aug 2017||4|
|Wells Fargo||Philadelphia, PA||Sep 2012 - Jun 2013||< 1|
|Keith Hill Golf Club||Lillington, NC||Jan 2011 - Aug 2012||1|
|Campbell University||Buies Creek, NC||Jan 2011 - Aug 2012||1|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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