David Spencer Email & Phone Number

Co-Owner, Vice President, Wealth Advisor @ Broadway Wealth Management of LPL Financial

5 free lookup(s).

David Spencer Location

Walnut Creek, CA, US

David Spencer Work

2022 - now Co-Owner, Vice President, Wealth Advisor @ Broadway Wealth Management of LPL Financial
2007 - 2022 Wealth Management Advisor, Vice President @ Merrill Lynch
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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

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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

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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.

David Spencer Emails

Found 2 emails

David Spencer Phone Numbers

Found 2 phone numbers

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Others Named David Spencer

David Spencer

President and CEO at Prytime Medical Devices, Inc.

Boerne, TX, US
2
- prytimemedical.com
- yahoo.com
5+
- +1 830-980-XXXX
- +1 210-829-XXXX
- +1 210-273-XXXX
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David Spencer-

Founder at Percival

London, GB
2
- hotmail.com
- hotmail.co.uk
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- +44 20 7268 XXXX
- +44 20 7268 XXXX
- +44 7545 55XXXX
- +44 7469 14XXXX
- +44 20 7268 XXXX
- +44 7771 74XXXX
David Spencer

VP Market Intelligence at Arrive Logistics

Austin, TX, US
5
- hotmail.com
- gmail.com
- att.net
- arrivelogistics.com
- outreach.arrivelogistics.com
5+
- +1 815-388-XXXX
- +1 512-431-XXXX
- +1 847-823-XXXX
- +1 916-421-XXXX
- +1 916-204-XXXX
- +1 916-204-XXXX
David Spencer

Chief Executive Officer at Cabrillo Hospice

Willis, TX, US
1
- gmail.com
5+
- +1 760-518-XXXX
- +1 858-922-XXXX
- +1 760-809-XXXX
- +1 937-318-XXXX
- +1 858-268-XXXX
- +1 858-539-XXXX

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Top Broadway Wealth Management of LPL Financial Employees

David Spencer

Co-Owner, Vice President, Wealth Advisor at Broadway Wealth Management of LPL Financial

Walnut Creek, CA, US
2
- gmail.com
- lpl.com
2
- +1 510-289-XXXX
- +1 510-208-XXXX
George Alessandria

Vice President, Financial Advisor at Broadway Wealth Management of LPL Financial

Oakland, CA, US
2
- gmail.com
- lpl.com
3
- +1 212-236-XXXX
- +1 510-208-XXXX
- +1 925-297-XXXX
Sylvia Jorgensen

Vice President, Financial Advisor, Retirement Benefits Consultant at Broadway Wealth Management of LPL Financial

California, United States
1
- lpl.com
1
- +1 510-208-XXXX
Jenny Watt

Client Service Associate at Broadway Wealth Management of LPL Financial

California, United States
1
- lpl.com
3
- +1 510-903-XXXX
- +1 415-425-XXXX
- +1 415-927-XXXX

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