Unclaimed
Michael Howard Spencer is a registered investment advisor representative with Tucker Asset Management LLC and has been working in the financial services industry for over 30 years. Michael Spencer holds the Series 7, Series 63, Series 24, and Series 65 licenses. Michael is a Chartered Financial Consultant. Michael Spencer is a registered investment advisor in Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
VA
10/03/2022 - Present
Tucker Asset Management LLC (Virginia Beach VA)
VA
06/01/2006 - 10/12/2018
PARKLAND SECURITIES, LLC (VIRGINIA BEACH VA)
VA
08/07/1992 - 06/02/2006
WOODBURY FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
AZ
11/19/1989 - 08/11/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/16/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/25/1986 - 12/19/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
06/25/1986 - 12/19/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
06/24/1986 - 12/19/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/19/1984 - 09/11/1984
LIFE OF VIRGINIA SECURITY SALES, LTD.
IA
Issued 07/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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