Dave Spence Email & Phone Number

TaxPlanIQ Preferred Provider for LIRP Strategies

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Dave Spence Location

Burke, VA, US

Dave Spence Work

2024 - now TaxPlanIQ Preferred Provider for LIRP Strategies @ Tax-Free Tutors
2021 - now Founder @ Tax-Free Tutors
2008 - now Registered Investment Advisor @
2008 - now Founder @
2019 - now Purshe Kaplan Sterling Registered Representative, CPA, CFP, CLU and PFS @ Palladium Wealth Management
2004 - 2018 LPL Investment Advisor Representative, IRA Rollover Specialist, CFP®, CPA, CLU @
1985 - 2004 AXA Investment Advisor Representative, CPA, CFP®, CLU, Financial Planner, Estate Planner @
1979 - 1985 Manager, CPA @ James M. Bridges, Ltd, CPA

Dave Spence Education

Miami University
BS (Accounting)
1975 - 1979

Dave Spence Skills

Alternative Investments
Retirement Plan Distribution
Financial Advisory
Executive Benefit Strategies
Estate Planning
Personal Tax Planning
Estate Tax Planning
Wealth Transfer
Retirement Planning
Enterprise Risk Management
Financial Planning
Tsa Rollovers
Private Wealth Management
Investments
Risk Mitigation
Finance
Wealth Preservation
Retirement Plan Rollovers
Rollovers
Asset Allocation
IRA Rollovers
Life Insurance
Roth Iras
Charitable Giving
Risk Analysis
Investment Strategies
Buy Sell Agreements
Risk Management
Asset Management
Insurance Solutions
Trusts
401 K Rollovers
Disability Insurance
Operational Risk Management
Long Term Care Insurance
Managed Money
Tsp Rollovers

Dave Spence Summary

Dave Spence, based in Burke, VA, US, is currently a TaxPlanIQ Preferred Provider for LIRP Strategies at Tax-Free Tutors. Dave Spence brings experience from previous roles at Tax-Free Tutors, Palladium Wealth Management, LLC and Palladium Wealth Management. Dave Spence holds a 1975 - 1979 BS in Accounting @ Miami University. With a robust skill set that includes Alternative Investments, Retirement Plan Distribution, Financial Advisory, Executive Benefit Strategies, Estate Planning and more. Dave Spence has 2 emails and 1 mobile phone numbers on RocketReach.

Dave Spence Emails

Found 2 emails

Dave Spence Phone Numbers

Found 5 phone numbers

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Others Named Dave Spence

Dave Spence

Chairman

St. Louis, MO, US

legacypharmasolutions.com
icloud.com
legacypackaging.com

+1 314-575-XXXX
+1 314-813-XXXX
+1 314-822-XXXX
...

Dave Spence

Service Superintendent

Fort Collins, CO, US

+1 970-379-XXXX
+1 530-674-XXXX
+1 970-797-XXXX

Dave Spence

operations manager

Northville, MI, US

comcast.net
att.net
teamjdc.com
, ...

+1 734-699-XXXX
+1 734-891-XXXX
+1 504-329-XXXX
...

Dave Spence

Project Engineer

Pleasant Prairie, WI, US

rcmindustries.com
gmail.com

+1 262-327-XXXX
+1 262-538-XXXX
+1 262-914-XXXX

Dave Spence

Operations Manager

Kuala Lumpur, MY

petrofac.co.uk

+44 7814 31XXXX

Dave Spence

President

Monroe, CT, US

+1 203-767-XXXX
+1 203-268-XXXX

Dave Spence

Talent and Performance Management Executive

Matthews, NC, US

+1 704-905-XXXX
+1 704-821-XXXX

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