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Scott Allen Spencer

Realized Financal, INC.
28 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Real Estate Investing
Realized Financal, INC.
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only

Location

400 W. 15th St., Suite 700, Austin, TX, 78701

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History

Regulatory History (1)
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Criminal
October 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Realized Financal, INC.
March 2025 - Present · 11 mos
Realized Financial, INC.Broker
March 2025 - Present · 11 mos
Realized Financial, INC.
March 2025 - Present · 11 mos
Previous Registrations
Frost Brokerage Services, INC.Broker
April 2024 - February 2025 · 10 mos
Frost Investment Services
April 2024 - February 2025 · 10 mos
Realized Financial, INC.Broker
March 2016 - February 2024 · 7 yrs 11 mos
Realized Financal, INC.
March 2016 - February 2024 · 7 yrs 11 mos
NFP Securities, INC.
January 2002 - March 2014 · 12 yrs 2 mos
NFP Securities, INC.Broker
January 2002 - March 2014 · 12 yrs 2 mos
Banc One Securities CorporationBroker
May 2001 - January 2002 · 8 mos
Banc One Securities CorporationBroker
October 1999 - September 2000 · 11 mos
First Union Brokerage Services, INC.Broker
December 1998 - October 1999 · 10 mos
Fidelity Brokerage Services, INC.Broker
February 1995 - December 1998 · 3 yrs 10 mos
La Jolla Capital CorporationBroker
May 1994 - October 1994 · 5 mos
The Champion Group, INC.Broker
January 1994 - June 1994 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.