Spencer Bacon
Spencer Bacon is a registered investment advisor at Cetera Investment Advisers LLC, based in Southlake, TX, with 20 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
541 Silicon Dr, Ste 101, Southlake, TX, 76092
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Spencer sells fixed life insurance and fixed annuities, and is a registered representative and operations manager at Delong and Brower P.C., dedicating full-time hours. He also owns Farpointe Financial Services LLC, is a financial professional at Farpointe Wealth Advisors, and is a partner/financial professional at Delong and Brower Financial Services, LLC, dedicating significant time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hbw Securities LLCBroker
PFS Investments INC.Broker
State Registrations22 states
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