David Earl Spencer, Ms, Chfc®

David Earl Spencer, Ms, Chfc® Email and Phone Number

Co-Owner, Vice President, Wealth Advisor @ Broadway Wealth Management of LPL Financial
Walnut Creek, CA, US
David Earl Spencer, Ms, Chfc®'s Location
Walnut Creek, California, United States, United States
David Earl Spencer, Ms, Chfc®'s Contact Details

David Earl Spencer, Ms, Chfc® personal email

About David Earl Spencer, Ms, Chfc®

David Earl Spencer, Ms, Chfc® is a Co-Owner, Vice President, Wealth Advisor at Broadway Wealth Management of LPL Financial. He possess expertise in wealth management, series 7, financial advisory, financial services, finance and 41 more skills. He is proficient in English.

David Earl Spencer, Ms, Chfc®'s Current Company Details
Broadway Wealth Management of LPL Financial

Broadway Wealth Management Of Lpl Financial

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Co-Owner, Vice President, Wealth Advisor
Walnut Creek, CA, US
David Earl Spencer, Ms, Chfc® Work Experience Details
  • Broadway Wealth Management Of Lpl Financial
    Co-Owner, Vice President, Wealth Advisor
    Broadway Wealth Management Of Lpl Financial
    Walnut Creek, Ca, Us
    View
  • Broadway Wealth Management Of Lpl Financial
    Co-Owner, Vice President, Wealth Advisor
    Broadway Wealth Management Of Lpl Financial Sep 2022 - Present
    Oakland, California, United States
    *ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.David Spencer is a registered representative with, and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Broadway Wealth Management of LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Vice President
    Merrill Lynch Wealth Management Aug 2007 - Sep 2022
    View

David Earl Spencer, Ms, Chfc® Skills

Wealth Management Series 7 Financial Advisory Financial Services Finance Retirement Retirement Planning Public Speaking Investment Strategies Investments Fixed Annuities Financial Analysis Financial Planning Banking Mutual Funds Strategic Financial Planning Investment Advisory Investment Management Strategic Planning Uniform Combined State Law Asset Allocation Marketing Securities 401k Rollovers Portfolio Management Iras Financial Planners Wealth Wealth Accumulation Asset Management Series 66 Licensed Life And Health Insurance Agent 401k Etfs Alternative Investments Equities Management Estate Planning Wealth Management Services Fixed Income Insurance Life Insurance 529 Plans Separately Managed Accounts High Net Worth Individuals Personal Finance

David Earl Spencer, Ms, Chfc® Education Details

Frequently Asked Questions about David Earl Spencer, Ms, Chfc®

What company does David Earl Spencer, Ms, Chfc® work for?

David Earl Spencer, Ms, Chfc® works for Broadway Wealth Management Of Lpl Financial

What is David Earl Spencer, Ms, Chfc®'s role at the current company?

David Earl Spencer, Ms, Chfc®'s current role is Co-Owner, Vice President, Wealth Advisor.

What is David Earl Spencer, Ms, Chfc®'s email address?

David Earl Spencer, Ms, Chfc®'s email address is da****@****ail.com

What schools did David Earl Spencer, Ms, Chfc® attend?

David Earl Spencer, Ms, Chfc® attended Saint Mary's College Of California, The American College Of Financial Services, Uc Berkeley Extension, University Of California, Berkeley.

What are some of David Earl Spencer, Ms, Chfc®'s interests?

David Earl Spencer, Ms, Chfc® has interest in Disaster And Humanitarian Relief, Economic Empowerment.

What skills is David Earl Spencer, Ms, Chfc® known for?

David Earl Spencer, Ms, Chfc® has skills like Wealth Management, Series 7, Financial Advisory, Financial Services, Finance, Retirement, Retirement Planning, Public Speaking, Investment Strategies, Investments, Fixed Annuities, Financial Analysis.

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