Spencer Macdougall
Spencer Macdougall is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Riverside, CA, with 17 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
Riverside, CA
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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 works as an accountant/bookkeeper for Leivas & Associates and H & R Block, dedicating nearly full-time hours to these roles. He is also an agent for Avantax Insurance Agency, LLC and an advisor for SOCAL Wealth Advisors, spending about half of his time managing client relationships.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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