Paul Spencer (CRD# 4468324) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Beach Gardens, FL and has over 21 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hightower Securities, LLC | West Palm Beach, FL | May 2017 - Current | 6 |
| Hightower Advisors, LLC | West Palm Beach, FL | May 2017 - Current | 6 |
| Bank Of America, N.a. | Palm Beach, FL | Apr 2015 - May 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach, FL | Mar 2015 - May 2017 | 2 |
| Capital Guardian, LLC | West Palm Beach, FL | Feb 2013 - Mar 2015 | 2 |
| Capital Guardian Wealth Management, LLC | West Palm Beach, FL | Feb 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- FL
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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