James Spencer
James Spencer is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4429 Bonney Road, Suite 100, Virginia Beach, VA, 23462
Get directionsHistory
Regulatory History (1)
Civil Bond
August 2002Other Business Activities
James is a licensed bank employee and officer at Fulton Bank, dedicating about half of his time to this role. He also manages rental property with his spouse and manages camps/clinics/tournaments for a softball LLC, dedicating minimal time and about 10-20% of his time to these activities, respectively.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
P.J. Robb Variable CorporationBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bi Investments, LLC
Bi Investments, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Securian Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.