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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karrie? Claim Your ProfileKarrie Spencer is a financial advisor based in Portland, OR and is registered with Mercer Global Advisors Inc. Karrie has been working in the financial services industry since June 2013 and has a Series 65 license and is a Certified Financial Planner. Karrie has worked for several firms, including Mercer Global Advisors Inc., Fisher Investments, and the United States Air Force.
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.
Trust services, estate planning, tax return preparation, consultation
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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OR
02/10/2021 - Present
Mercer Global Advisors Inc. (Portland OR)
IA
Issued 01/09/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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