The Spence Financial Group, Inc.
The Spence Financial Group, Inc. (CRD# 141968) is a financial advisory firm headquartered in Englewood, FL. They manage $2,493,252 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$35,618
- 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
Paul Spence (CRD# 1936624) is an Investment Advisor Representative working at The Spence Financial Group, Inc. in Englewood, FL and has over 23 years of experience in the finance industry.