Spencer
Bateman
Equity Services, Inc
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About this Advisor
Spencer Bateman is a financial advisor based in Portland, Oregon, working with Equity Services, Inc. Spencer has previously held positions at Fidelity Brokerage Services LLC, Bateman Larkin Cpa, United States Commercial Service, Byu Independent Study, Brigham Young University, Vivint Smarthome, Church Of Jesus Christ Of Latter Day Saints, Equity Services Inc, and National Life Group. Spencer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Spencer is part of Equity Services, Inc, which operates out of Portland, Oregon. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Spencer Bateman Work History
Equity Services Inc
National Life Group
Fidelity Brokerage Services LLC
Bateman Larkin Cpa
United States Commercial Service
Byu Independent Study
Brigham Young University
Vivint Smarthome
Brigham Young University
Church Of Jesus Christ Of Latter Day Saints
Disclosures
Please visit the SEC profile of Spencer Bateman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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