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David Earl Spencer, Ms, Chfc® Email & Phone Number
Co-Owner, Vice President, Wealth Advisor
at
Broadway Wealth Management of LPL Financial
2 work emails found
@ml.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Owner, Vice President, Wealth Advisor
Location
Walnut Creek, California, United States
Who is David Earl Spencer, Ms, Chfc®? Overview
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Quick answer
David Earl Spencer, Ms, Chfc® is listed as Co-Owner, Vice President, Wealth Advisor at Broadway Wealth Management of LPL Financial, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for David Earl Spencer, Ms, Chfc®.
David Earl Spencer, Ms, Chfc® previously worked as Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. David Earl Spencer, Ms, Chfc® holds Master'S Degree, Financial Analysis & Investment Management from Saint Mary'S College Of California.
Company email context
Email format at Broadway Wealth Management of LPL Financial
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*@ml.com
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AeroLeads found 2 current-domain work email signals for David Earl Spencer, Ms, Chfc®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Series 7, Financial Advisory, Financial Services, and 42 others.
Current workplace
David Earl Spencer, Ms, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Broadway Wealth Management Of Lpl Financial
AeroLeads page
3 roles
David Earl Spencer, Ms, Chfc® work experience
A career timeline built from the work history available for this profile.
Co-Owner, Vice President, Wealth Advisor
Current*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.
Sep 2022 - Present
Wealth Management Advisor, Vice President
Aug 2007 - Sep 2022
4 education records
David Earl Spencer, Ms, Chfc® education
Master'S Degree, Financial Analysis & Investment Management
Accredited Certificate Program
Accredited Certificate Program
Accredited Certificate Program
FAQ
Frequently asked questions about David Earl Spencer, Ms, Chfc®
Quick answers generated from the profile data available on this page.
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 Broadway Wealth Management of LPL Financial?
David Earl Spencer, Ms, Chfc® is listed as Co-Owner, Vice President, Wealth Advisor at Broadway Wealth Management of LPL Financial.
What is David Earl Spencer, Ms, Chfc®'s email address?
AeroLeads has found 2 work email signals at @ml.com for David Earl Spencer, Ms, Chfc® at Broadway Wealth Management of LPL Financial.
Where is David Earl Spencer, Ms, Chfc® based?
David Earl Spencer, Ms, Chfc® is based in Walnut Creek, California, United States while working with Broadway Wealth Management of LPL Financial.
What companies has David Earl Spencer, Ms, Chfc® worked for?
David Earl Spencer, Ms, Chfc® has worked for Broadway Wealth Management Of Lpl Financial and Merrill Lynch Wealth Management.
How can I contact David Earl Spencer, Ms, Chfc®?
You can use AeroLeads to view verified contact signals for David Earl Spencer, Ms, Chfc® at Broadway Wealth Management of LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did David Earl Spencer, Ms, Chfc® attend?
David Earl Spencer, Ms, Chfc® holds Master'S Degree, Financial Analysis & Investment Management from Saint Mary'S College Of California.
What skills is David Earl Spencer, Ms, Chfc® known for?
David Earl Spencer, Ms, Chfc® is listed with skills including Wealth Management, Series 7, Financial Advisory, Financial Services, Finance, Retirement, Retirement Planning, and Public Speaking.
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