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Spencer Kane Avalos

Darwin Wealth Management

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About Spencer Kane Avalos

Spencer Kane Avalos is a registered Investment Advisor Representative with Darwin Wealth Management. Spencer has been in the financial industry since 2016. Previously, Spencer worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Institutional Investments Inc. Spencer provides financial planning, pension consulting, and portfolio management for individuals. Spencer is licensed in Florida.

Firm Information

Spencer Avalos is currently registered with Darwin Wealth Management. Darwin Wealth Management is a financial advisory firm located in Tampa, Florida, with 7 licensed agents and 3 investment advisor representatives. They manage approximately $570,644,163 in assets for 3,636 clients. They provide a variety of services, including financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Darwin Wealth Management

4601 W NORTH A STREET

TAMPA, FL 33609-1909

$570.64M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Spencer Avalos’s Registration & Firm History

FL

06/28/2022 - Present

Darwin Wealth Management (TAMPA FL)

FL

10/04/2019 - 06/15/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

NY

10/11/2017 - 09/11/2019

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)

NJ

08/30/2016 - 10/04/2017

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 03/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Kane Avalos.
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