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 Davies is a financial advisor with BGM Wealth Management. Spencer Davies is registered with the state of California, Minnesota, Texas and Wisconsin. Spencer Davies is a Certified Financial Planner. BGM Wealth Management provides financial planning, selection of other advisors and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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MN
07/02/2024 - Present
BGM Wealth Management (BLOOMINGTON MN)
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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