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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer MacDougall is a financial advisor currently registered with Avantax Advisory Services. Spencer is a Certified Financial Planner and has been in the financial services industry since May 11, 2008. Spencer has experience in various areas such as financial planning, portfolio management, and pension consulting. Spencer has offices in RIVERSIDE, CA and specializes in working with individuals, corporations and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/14/2011 - Present
Avantax Advisory Services (RIVERSIDE CA)
BC
Issued 05/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2020
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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