Spencer Fields
Spencer Fields is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Urbana, IL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 Main Street, Urbana, IL, 61801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Spencer works as an associate/employee at Busey Bank and Busey Investment Services, advising clients on investment-related matters and preparing financial plans. These activities take up about half of Spencer's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations23 states
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