Spencer Carlson (CRD# 7212460) is an Investment Advisor Representative working at Adero Partners, LLC in Costa Mesa, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Adero Partners. LLC | Portland, OR | Jun 2021 - Current | 3 |
Full Time Student | Orange, CA | Jun 2017 - Jun 2021 | 4 |
Milestone Based | Los Angeles, CA | Apr 2020 - Aug 2020 | < 1 |
Applied Financial Planning | Irvine, CA | Jan 2020 - Apr 2020 | < 1 |
San Francisco Bay Coffee | Lincoln, CA | Jun 2018 - Aug 2018 | < 1 |
Advnc Lacrosse | Sacramento, CA | Aug 2017 - Aug 2018 | 1 |
Full Time Student | Orangevale, CA | Jun 2011 - Jun 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
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Total Assets Under Management4,036MILLIONS
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Total Number of Accounts3,511ACCOUNTS
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Average Account Value$1,149,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA
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