Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Sullivan is a registered Investment Advisor Representative in North Carolina. Spencer is currently registered with Wells Fargo Investment Institute, Inc. and has been with the firm since July 2023. Spencer obtained his Series 65 license in November 2023. The firm is headquartered in Charlotte, North Carolina and provides portfolio management for individuals and businesses as well as publication of periodicals and selection of other advisers.
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.
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.
1
2
NC
11/10/2023 - Present
Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)
IA
Issued 11/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Spencer Sullivan is the right advisor for you? Invested Better is here to help.
