Wealth With No Regrets®

Wealth With No Regrets® (CRD# 159201) is a financial advisory firm headquartered in Alpharetta, GA. They manage $162,320,000 in 568 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004
http://www.linkedin.com/in/barryhspencer
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $285,775
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, TX

Financial Advisors at Wealth With No Regrets®
Showing 1 - 3 of 3 top financial advisors.
1
Scott Noble, financial advisor Alpharetta GA
Scott M. Noble
CRD#: 6257178
12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004

Scott Noble (CRD# 6257178) is an Investment Advisor Representative working at Wealth With No Regrets® in Alpharetta, GA and has 1 year of experience in the finance industry.

2
Barry Spencer, financial advisor Alpharetta GA
Barry H. Spencer
CRD#: 5984945
12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004

Barry Spencer (CRD# 5984945) is an Investment Advisor Representative working at Wealth With No Regrets® in Alpharetta, GA and has over 11 years of experience in the finance industry.

3
Andrea Soule, financial advisor Alpharetta GA
Andrea K. Soule
CRD#: 6065566
12600 Deerfield Parkway, Suite 475, Alpharetta, GA 30004

Andrea Soule (CRD# 6065566) is an Investment Advisor Representative working at Wealth With No Regrets® in Alpharetta, GA and has over 3 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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