Joshua Spencer (CRD# 6315572) is an Investment Advisor Representative working at Palmetto Private Wealth, LLC in Spartanburg, SC and has over 9 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 4166254
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palmetto Private Wealth, LLC | Spartanburg, SC | Feb 2024 - Current | < 1 |
| Lpl Financial LLC | Spartanburg, SC | Apr 2021 - Feb 2024 | 2 |
| First Citizens Investor Services | Raleigh, NC | Aug 2018 - Apr 2021 | 2 |
| Edward Jones | St Louis, MO | Apr 2017 - Aug 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Spartansburg, SC | Dec 2016 - Mar 2017 | < 1 |
| Wells Fargo Bank Na | Spartanburg, SC | Dec 2016 - Mar 2017 | < 1 |
| Kyle Atkins Financial Group | Spartanburg, SC | Aug 2015 - Dec 2016 | 1 |
| Edward Jones | St Louis, MO | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- SC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
NC, SC
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