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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Ellen Knight Spanier is a financial advisor with over 20 years of experience in the industry. Keri Ellen Knight Spanier currently works as a registered investment advisor with Onedigital Investment Advisors. Keri Ellen Knight Spanier has held previous positions with firms such as TRIAD ADVISORS LLC, LPL FINANCIAL LLC and LINCOLN FINANCIAL SECURITIES CORPORATION. Keri Ellen Knight Spanier has a Series 6, Series 63, and Series 65 license and is a registered investment advisor in California. Keri Ellen Knight Spanier specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses, and pooled investment vehicles. Keri Ellen Knight Spanier is dedicated 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Onedigital Investment Advisors (Walnut Creek CA)
CA
04/20/2017 - 12/31/2019
TRIAD ADVISORS LLC (Lafayette CA)
CA
10/15/2013 - 03/02/2017
LPL FINANCIAL LLC (LAFAYETTE CA)
CA
01/03/2005 - 10/22/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (DANVILLE CA)
CO
10/21/2002 - 08/25/2003
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/29/2001 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/03/1997 - 06/20/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/28/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 02/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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