David Spencer Email & Phone Number
Co-Owner, Vice President, Wealth Advisor @ Broadway Wealth Management of LPL Financial
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David Spencer Location
- Walnut Creek, CA, US
David Spencer Work
- 2022 -now Co-Owner, Vice President, Wealth Advisor @
- 2007 -2022 Wealth Management Advisor, Vice President @
David Spencer Education
- The American College of Financial Services
Accredited Certificate Program
2017-2018 - Saint Mary's College of California
Master's Degree (Financial Analysis & Investment Management)
2012-2014 - UC Berkeley Extension
Accredited Certificate Program
2011-2012 - University of California, Berkeley
Accredited Certificate Program
2001-2003
David Spencer Skills
- Independent Financial Advice
- Personal Financial Planning
- Retirement Planning
- Public Speaking
- Seminar Presentations
- Series 7
- Series 66
- Wealth Management
- Investment Strategies
- Financial Planning
- Financial Advisory
- Strategic Financial Planning
- Licensed Life & Health Insurance Agent
- Uniform Combined State Law
- 401k
- Investments
- ETFs
- Retirement
- Banking
- Finance
- Fixed Annuities
- Investment Advisory
- Securities
- IRAs
- Mutual Funds
- Asset Allocation
- 401k Rollovers
- Financial Planners
- Estate Planning
- Wealth Management Services
- Alternative Investments
- Financial Services
- Investment Management
- Financial Analysis
- 529 Plans
- Wealth
- Separately Managed Accounts
- Equities
- High Net Worth Individuals
- Wealth Accumulation
- Portfolio Management
- Asset Management
- Fixed Income
- Personal Finance
- Marketing
- Strategic Planning
- Management
- Insurance
- Life Insurance
- Licensed Life And Health Insurance Agent
David Spencer Summary
- David Spencer, based in Walnut Creek, CA, US, is currently a Co-Owner, Vice President, Wealth Advisor at Broadway Wealth Management of LPL Financial. David Spencer brings experience from previous roles at Merrill Lynch Wealth Management. David Spencer holds a 2017 - 2018 Accredited Certificate Program @ The American College of Financial Services. With a robust skill set that includes Independent Financial Advice, Personal Financial Planning, Retirement Planning, Public Speaking, Seminar Presentations and more. David Spencer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Broadway Wealth Management of LPL Financial Employees
David Spencer
Co-Owner, Vice President, Wealth Advisor
Walnut Creek, CA, US
George Alessandria
Vice President, Financial Advisor
Oakland, CA, US
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