ADVISOR BIO

Spencer N. Taggart is a financial advisor who has been in the industry since November 2016. Spencer is currently registered with Cuso Financial Services, LP and is licensed in 37 states and two territories. Spencer holds Series 7 and Series 66 licenses. Spencer's areas of expertise include financial planning, portfolio management, and educational seminars. Spencer has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Spencer works with clients throughout the United States.

SPECIALIZATIONS

ADVISOR BIO

Spencer James Pena is a registered representative with Morgan Stanley. Spencer has been active in the securities industry since December 2017. Spencer holds the Series 66, Series 7, and SIE licenses. Spencer specializes in working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations, and state or municipal government entities. Spencer works with clients on asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Spencer Matthew Birch is a financial advisor registered with Edward Jones. Spencer has been in the financial services industry since May 22, 2017. Spencer is currently registered with Edward Jones in California and Texas. Spencer has earned the Series 66, Series 7 and SIE licenses. Spencer is registered in several states in both the broker-dealer and investment advisor capacity. Spencer is also a financial advisor in the firm's St Louis, MO office.

SPECIALIZATIONS

ADVISOR BIO

Spencer C. Haly is an Investment Advisor Representative at IEQ Capital, LLC. Spencer has been in the industry for over 4 years. Spencer is registered with the state of California. Spencer holds the Series 65 license. Spencer is an active Investment Advisor Representative. Spencer has experience in financial planning and portfolio management for both businesses and individuals. Spencer has worked with a variety of clients, including high-net-worth individuals and charitable organizations. Spencer is committed to providing clients with personalized advice and strategies that help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Spencer Larson is a financial advisor at Morgan Stanley in San Francisco, California. Spencer has been in the financial industry since 1982 and has a wealth of experience in providing investment advice to clients. Spencer holds a variety of licenses and certifications, including Series 7, Series 63, and Series 65, as well as several other professional designations.

SPECIALIZATIONS

ADVISOR BIO

Spencer Kataoka Kaplan is a registered investment advisor representative with J.p. Morgan Securities LLC. Spencer has been in the financial industry since October 2014. Spencer is registered in 53 states and has a Series 7, Series 63, and Series 65 license. Spencer is also registered as an investment advisor representative with J.P. MORGAN SECURITIES LLC. J.p. Morgan Securities LLC is a broker-dealer and investment advisor registered with the SEC.

SPECIALIZATIONS

ADVISOR BIO

Spencer Nathan Torgan is a financial advisor with over 15 years of experience in the industry. Spencer is currently registered with Morgan Stanley and has been with the firm since June 2015. Prior to joining Morgan Stanley, Spencer was a financial advisor with WELLS FARGO ADVISORS, LLC. Spencer holds a Series 66, Series 7, and SIE licenses and is registered to provide investment advice in 48 states. Spencer's areas of specialization include investment management, financial planning, retirement planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Spencer Eric Gordon is an Investment Advisor Representative at IEQ Capital, LLC. Spencer has been in the industry since January 2017 and is registered with the state of California. Spencer holds the Series 65 license. IEQ Capital, LLC is a registered investment advisor with the SEC. They are a fee-based firm with a focus on financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Spencer Merrill Jones is a registered representative with LPL Financial LLC, with offices in Fresno, CA. Spencer has been in the financial services industry since May 31, 2022 and holds the Series 7TO, Series 66 and SIE licenses. Spencer is also registered with the states of California, Georgia, Oregon and Texas. Spencer specializes in financial planning, portfolio management, and pension consulting. Spencer has a strong commitment to providing personalized service and helping clients achieve their financial goals. Spencer also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS

ADVISOR BIO

Spencer Edwin Taylor is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Spencer has been in the securities industry since August 13, 2012 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 4, 2009. Spencer holds Series 63, 65, 66, 7, 9, 10, and SIE licenses. Spencer is registered in 53 states for broker-dealer activities and 2 states for investment advisor activities. Spencer has a history of working with a wide range of clients including individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS