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).

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