Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance T Spencer is a financial advisor with Summit Global Investments, LLC. Lance has been in the financial services industry since 1989. Lance holds the Series 6, 7, 8, 63, and 66 licenses and is a Certified Financial Planner. Lance has experience providing financial planning, portfolio management, and analytical services to individuals, families, businesses, corporations, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
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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AZ
03/02/2021 - Present
Summit Global Investments, LLC (Mesa AZ)
AZ
10/19/2012 - 11/06/2020
FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)
AZ
11/17/2009 - 09/28/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NH
08/29/1989 - 01/27/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/27/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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