Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Spencer is an investment advisor representative at Creative Planning, a firm with over 1000 employees. Bryan has been in the industry since 2008. Bryan has a wide range of experience in the investment industry, with previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and 1st Global Capital Corp. Bryan holds a Series 66 license and a Series 7 license. Bryan also holds a Series 9 and Series 10 license. Bryan has a wide range of specializations including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
03/07/2023 - Present
Creative Planning (Las Vegas NV)
NV
10/20/2011 - 02/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
CA
08/02/2010 - 07/23/2011
1ST GLOBAL CAPITAL CORP. (LA JOLLA CA)
CA
01/08/2008 - 08/17/2010
METLIFE SECURITIES INC. (SAN DIEGO CA)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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