Louis Spence
Louis Spence is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is in the process of selling his half interest in a former RJFS branch support company, spending minimal time on it. He also authored a book on Social Security, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Legacy Wealth Advisors, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Investment Centers of America, INC.Broker
Invest Financial CorporationBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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