Broker Check

Spencer Financial Strategies

The Structure of Spencer Financial Strategies

SPENCER FINANCIAL STRATEGIES is an LLC founded in 2012 and selected Cambridge Investment Research to be its Broker Dealer for all licensed Registered Representatives and Cambridge Investment Research Advisors, Inc. (CIRA) for all Investment Advisor Representative since January 2018.

Client Centered

SPENCER FINANCIAL STRATEGIES has selected Fidelity Clearing & Custody Solutions (FCCS) and its broker dealer National Financial Services LLC (NFS) as its clearing firm since January 2018.

Fidelity Clearing & Custody Solutions is owned by Fidelity Management Trust Company (FMTC).

Suggested Content

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Learn More
The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More
Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
Learn More