Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B
Fee Structure
Minimum Investment:$500
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Contact
Adam Barrett Spence
Location
200 East 7th Street, Auburn, IN, 46706
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cx Institutional, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Cxi Advisors, LLC
May 2019 - September 2020 · 1 yr 4 mos
Cpf Texas
June 2005 - November 2018 · 13 yrs 5 mos
LPL Financial LLC
May 2005 - July 2015 · 10 yrs 2 mos
LPL Financial LLCBroker
March 2005 - July 2020 · 15 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Adam Barrett Spence