Spencer StilwellCRD 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.
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
Avantax Advisory Services
|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|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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