Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Christian Smith is a financial advisor with over 20 years of experience in the industry. Spencer is registered with Chevy Chase Trust Co. and ASB Capital Management LLC. Spencer is active in Maryland, District of Columbia, California, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas, Illinois and Virginia. Spencer has specialized knowledge in a variety of areas including retirement planning, education planning, asset allocation, investment management, and estate planning. Spencer is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
03/15/2010 - Present
Chevy Chase Trust Co. (BETHESDA MD)
CA
10/16/2003 - 05/12/2004
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
NY
10/09/2001 - 11/29/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 03/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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