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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Spicer is an Investment Advisor Representative with Lexaurum Advisors. Don has been in the financial services industry for over 30 years, helping individuals and families reach their financial goals. Don Spicer holds the Series 3, 7, 63, 65, and 66 licenses and is a Certified Financial Planner and Chartered Financial Analyst. Don Spicer has been providing financial services for over 30 years and has a strong understanding of financial markets and investment strategies. Don Spicer focuses on providing personalized financial planning and investment management services, and is committed to helping clients achieve their financial goals.
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.
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.
Monthly fee
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2
OK
09/15/2023 - Present
Lexaurum Advisors (OKLAHOMA CITY OK)
OK
03/04/2010 - 12/16/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAHOMA CITY OK)
OK
12/12/2003 - 03/05/2010
INVESTMENT CENTERS OF AMERICA, INC. (GUTHRIE OK)
CA
06/18/2003 - 12/31/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
10/01/2001 - 07/05/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AR
05/12/1997 - 10/02/2001
ARVEST ASSET MANAGEMENT (ROGERS AR)
TX
10/16/1991 - 05/16/1997
RHODES SECURITIES, INC. (FT WORTH TX)
FL
08/15/1989 - 10/22/1991
INVESTACORP, INC. (MIAMI FL)
CA
11/10/1987 - 08/22/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
08/20/1985 - 11/20/1987
DEAN WITTER REYNOLDS INC.
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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