Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Farris Murchison is a financial advisor with over 23 years of experience in the industry. Spencer is registered with Cambridge Investment Research Advisors, Inc. and has held licenses for various securities related positions since 1997. Spencer has a strong background in financial planning and portfolio management. He also provides educational seminars and serves as an independent insurance agent for various independent insurance 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
02/18/2011 - Present
Cambridge Investment Research Advisors, Inc. (HOUSTON TX)
TX
03/10/2009 - 01/28/2011
WFG INVESTMENTS, INC. (HOUSTON TX)
TX
05/25/2005 - 03/11/2009
STANFORD GROUP COMPANY (HOUSTON TX)
NY
08/14/1998 - 05/27/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
12/10/1997 - 03/18/1998
CORNERSTONE SECURITIES CORPORATION (AUSTIN TX)
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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