Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Burton Spencer is a financial advisor with over 50 years of experience in the industry. Currently, Jack is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in Valley City, OH. Jack has a strong background in the industry, having held positions at various firms including Securities Service Network, LLC, LPL Financial Corporation, Mutual Service Corporation and Anchor National Financial Services, Inc. Jack holds the Series 63, Series 24, Series 7TO, SIE and Series 1 licenses and is also a Certified Financial Planner. Jack's experience and qualifications make him a valuable resource for individuals and families seeking financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
09/21/2018 - Present
Cambridge Investment Research Advisors, Inc. (Valley City OH)
TN
10/12/2009 - 09/23/2018
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
OH
10/05/2005 - 10/22/2009
LPL FINANCIAL CORPORATION (VALLEY CITY OH)
MA
02/07/1983 - 10/06/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
01/10/1979 - 10/04/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/11/1978 - 01/11/1979
WESTERN RESERVE FINANCIAL SERVICES CORP
NA
09/16/1969 - 12/31/1977
WESTFIELD SECURITIES COMPANY
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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