Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer William Brown is a Certified Financial Planner™ professional registered with the state of North Carolina as an Investment Advisor Representative (IAR). Spencer is currently employed by Captrust and has been with the firm since April 2023. Spencer has experience in the financial services industry since July 2018 when Spencer began working at Hilltop Wealth Advisors in Chapel Hill, North Carolina. Spencer is committed to providing quality financial advice and services to individuals, families, and businesses. Spencer's practice focuses on providing financial planning, investment management, and retirement 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
05/25/2023 - Present
Captrust (RALEIGH NC)
Active
Inactive
Not sure Spencer Brown is the right advisor for you? Invested Better is here to help.
