Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Phillips is a financial advisor at Hornor, Townsend & Kent, LLC. Spencer is registered in Missouri, Texas and several other states. Spencer has been in the industry since 2014 and specializes in a variety of financial planning services. Spencer offers financial planning, pension consulting, and portfolio management for both individuals and businesses. Spencer also provides selection of other advisors services and is licensed to sell insurance products.
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.
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.
Trail commissions, distribution assistance fees
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2
MO
07/25/2024 - Present
Hornor, Townsend & Kent, LLC (Kansas CIty MO)
MO
05/07/2024 - 06/05/2024
PARK AVENUE SECURITIES LLC (Saint Louis MO)
KS
08/03/2021 - 04/29/2024
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
05/23/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/23/2019 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
09/16/2013 - 05/01/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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