Spencer Maycock, financial advisor Dunwoody GA

Spencer Maycock

CRD Number: 7085331
Current Firm: Fidelity Personal And Workplace Advisors

Spencer Maycock (CRD# 7085331) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Mar 2019 - Current 5
Perfect Game Cartersville, GA Apr 2018 - Jan 2019 < 1
Kennesaw State University Kennesaw, GA Aug 2014 - Dec 2018 4
Ameripark Atlanta, GA Feb 2016 - Jul 2017 1
Play It Again Sports Kennesaw, GA Jan 2015 - Feb 2016 1
American Eagle Outfitters Locust Grove, GA Nov 2013 - Jul 2014 < 1
Ola High School Mcdonough, GA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Spencer A. Maycock
Phone Number: 617-563-7000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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