Spencer Orr
Spencer Orr is a registered investment advisor at First Command Advisory Services, based in Albuquerque, NM, with 6 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
6000 Uptown Blvd NE, Suite 307, Albuquerque, NM, 87110
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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 a financial advisor at Mirau Capital Management, providing financial planning, investment management, and annuity services. He also holds life, health, and variable annuity insurance licenses in New Mexico, dedicating full-time hours to these activities.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Edward Jones
Edward JonesBroker
State Registrations1 state
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