Bryon Spicer (CRD# 2958719) is an Investment Advisor Representative working at Spicer Wealth Management in Beavercreek, OH and has over 23 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2409932
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Luminist Capital, LLC | Grand Rapids, MI | Nov 2018 - Current | 5 |
| Spicer Wealth Management | Beavercreek, OH | Mar 2010 - Current | 14 |
| Spicer Financial Services | Beavercreek, OH | Jul 2000 - Current | 23 |
| Gf Investment Services, LLC | Sarasota, FL | Sep 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management1MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$745,924
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OH
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