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Spencer Murchison
27 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
Spencer Murchison is a registered investment advisor, based in Houston, TX, with 27 years of industry experience.
Location
950 Echo Ln, Ste 370, Houston, TX, 77024
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Regulatory History (1)
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Customer Dispute
August 2003Closed-No Action
Other Business ActivitiesSells Insurance
Spencer is an independent insurance agent for various companies since 2011, spending a few hours per week on this. He is also a real estate agent, business owner of Spring Valley Donuts LLC, and an advisory representative of a RIA, dedicating full-time hours to the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Cambridge Investment Research Advisors, INC.
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wfg Advisors, LP
March 2009 - January 2011 · 1 yr 10 mos
Wfg Investments, INC.Broker
March 2009 - January 2011 · 1 yr 10 mos
Stanford Group CompanyBroker
May 2005 - March 2009 · 3 yrs 10 mos
Stanford Group Company
May 2005 - March 2009 · 3 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1998 - May 2005 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - May 2005 · 6 yrs 9 mos
Cornerstone Securities CorporationBroker
December 1997 - March 1998 · 3 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.