Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Doyle Aufenthie is an Investment Advisor Representative, registered in Oklahoma. Spencer is associated with Plan Group Financial, Inc. and has been in the industry since August 2023. Spencer holds a Series 65 license and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
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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OK
03/04/2024 - Present
Plan Group Financial, Inc. (OKLAHOMA CITY OK)
IA
Issued 03/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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