Spencer Stilwell, financial advisor Forth Worth TX

Spencer Stilwell

CRD Number: 7100051
Current Firm: Global Retirement Partners LLC

Spencer Stilwell (CRD# 7100051) is an Investment Advisor Representative working at Global Retirement Partners LLC in Forth Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Fort Worth, TX Feb 2021 - Current 1
Global Retirement Partners, LLC Fort Worth, TX Feb 2021 - Current 1
Hub International, Inc. Chicago, IL Jul 2020 - Current 2
Pop's Wellness LLC Fort Worth, TX Jun 2018 - Current 4
Hub International Investment Services, Inc. Fort Worth, TX Nov 2020 - Feb 2021 < 1
Gus Bates Financial Service LLC Fort Worth, TX Jun 2019 - Jul 2020 1
Texas Christian University Fort Worth, TX Aug 2015 - Jun 2019 3
Gus Bates Financial Service LLC Fort Worth, TX Mar 2019 - May 2019 < 1
Calvary Temple Christian/valley Christian High School Dublin, CA Jan 2009 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2020
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Spencer J. Stilwell
Phone Number: 415-526-2753
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    107,120
    MILLIONS
  • Total Number of Accounts
    19,922
    ACCOUNTS
  • Average Account Value
    $5,376,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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