Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker F. Spencer is a financial advisor with LPL Financial LLC, registered with the state of Utah as an Investment Advisor Representative. Parker has been in the industry since January 2023, and has experience with both Securities and Investment Advisory work. Parker has passed the Series 7TO and SIE exams, as well as the Uniform Combined State Law Examination. Parker is also registered as a securities professional in Arizona, California, Oregon and Utah. In addition to working with LPL Financial LLC, Parker is also involved with Multiserve Insurance, Summit Concepts Wealth Management, and Parker Spencer LLC.
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.
Consulting and other non-discretionary advisory 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.
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.
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2
UT
03/06/2023 - Present
LPL Financial LLC (LEHI UT)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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