Spencer M. Alldredge
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Spencer Miles Alldredge, CFP®, who also goes by Spencer M Alldredge, was a registered financial professional .
Spencer is a previously registered financial professional and started their career in finance in 2009. Spencer had worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2014
Experience
October 2, 2014 - April 3, 2017
ALLDREDGE FEE-ONLY WEALTH MANAGEMENT
November 20, 2009 - November 21, 2013
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
ALLDREDGE FEE-ONLY WEALTH MANAGEMENT
CRD#: 172607 / SEC#:
Contact information
Red Flags
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