Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Paul Wright is an investment advisor representative with World Investment Advisors, LLC. Spencer is registered with the state of Texas and Louisiana. Spencer has been in the financial industry since February 1998. Spencer has previous employment with PROFUTURES FINANCIAL GROUP, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Spencer holds a Series 7 and a Series 63 license, as well as a Series 65 license.
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.
A percentage of the total value of assets under management is charged.
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TX
12/06/2022 - Present
World Investment Advisors, LLC (Austin TX)
TX
10/20/1999 - 12/31/2012
PROFUTURES FINANCIAL GROUP, INC. (AUSTIN TX)
MN
02/06/1998 - 10/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/06/1998 - 10/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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