Spurr Financial Investment Services, LLC

Spurr Financial Investment Services, LLC (CRD# 285683) is a financial advisory firm headquartered in , . They manage $25,644,931 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $267,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Spurr Financial Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathi Spurr, financial advisor Alton Bay NH
Kathi A. Spurr
CRD#: 2058442
Alton Bay, NH

Kathi Spurr (CRD# 2058442) is an Investment Advisor Representative working at Spurr Financial Investment Services, LLC in Alton Bay, NH and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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