Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Leon Felkins is an Investment Advisor Representative at B.o.s.s. Retirement Advisors, LLC. Spencer is registered with the state of Utah and has been working in the financial services industry since 2010. Spencer has experience in a variety of industries, including pest control, lawn care, and financial advising. Spencer has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC. Spencer specializes in working with high net worth individuals and individuals other than high net worth individuals, and providing financial planning services.
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.
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.
Referral fees
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UT
01/17/2024 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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