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Spencer Savage

3 Years of Experience
Vancouver, WA
Broker

Spencer Savage is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

201 NE Park Plaza Dr, Suite 261, Vancouver, WA, 98684

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History

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.

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Other Business Activities

Spencer is the CEO of Savage Wealth Management, a support company, dedicating a few hours per week to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 10 mos
State Registrations17 states
AKAZCAGAIDILKSMDMNMTNEOKORSCTNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.