Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Garrett is a financial advisor with Chase Investment Counsel Corp. Spencer Garrett is based in CHARLOTTESVILLE, VA and has been working in the financial industry since 2016. Spencer Garrett is registered with the state of Virginia and is active in the IA and BC scopes. Spencer Garrett is also registered with the state of Georgia. Spencer Garrett has experience with a variety of financial products and services, including portfolio management, financial planning, and consulting. Spencer Garrett has worked for several firms, including Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and M. S. HOWELLS & CO. Spencer Garrett has a strong track record of success in the financial services industry.
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.
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.
Consulting
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.
A percentage of the total value of assets under management is charged.
Percent of consulting, flat fee for financial planning
1
2
VA
09/20/2023 - Present
Chase Investment Counsel Corp. (CHARLOTTESVILLE VA)
GA
01/06/2023 - 09/11/2023
M. S. HOWELLS & CO. (ATLANTA GA)
GA
07/21/2022 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
VA
12/20/2017 - 09/06/2019
OPPENHEIMER & CO. INC. (RICHMOND VA)
VA
01/18/2017 - 12/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BC
Issued 09/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Spencer Garrett is the right advisor for you? Invested Better is here to help.
