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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Harrison is an Investment Advisor Representative at McAdam LLC. Spencer has been working in the financial industry since 2018. Spencer is a Series 65 licensed individual and holds registrations in North Carolina, Ohio and Texas. Spencer has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. McAdam LLC is an investment advisor firm with offices in Philadelphia, PA and Charlotte, NC. The firm provides a range of investment advisory services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/01/2023 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 10/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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