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Stephen N. Spicer

SPICER CAPITAL
FAYETTEVILLE, AR 72701
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CRD#: 5784234
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Professional summary


Stephen Neil Spicer II, CFP®, who also goes by Stephen Neil Spicer, is a registered financial advisor currently at SPICER CAPITAL located in Fayetteville, Arkansas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Stephen has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Stephen Neil Spicer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SPICER CAPITAL, LLC, OWNER, FAYETTEVILLE AR, START 01/2016, 80 HOURS PER MONTH DURING TRADING 2. SYMMETRY FINANCIAL, LLC, AGENT, FAYETTEVILLE AR, START 09/2019, 10 HOURS PER MONTH 3. RENTAL PROPERTY, OWNER, INVESTMENT RELATED, 108 E MCCORD ST, 5127 SOUTH PL., AND 805 HEARREL IN NEOSHO, MO, 2 HOURS/MONTH. 4. TRUSTEE FOR NON-MARITAL STEPHEN N. SPICER TRUST DTD 2013. EFFECTIVE 3/12/13 FOR SON. NON-INVESTMENT RELATED. 5. SPICER PROPERTIES, LLC, NEOSHO, MO. 100% OWNER, LLC WAS CREATED TO HOLD RENTAL PROPERTIES. NOT INVESTMENT RELATED, 10 HOURS PER MONTH, START DATE 3/7/14. 6. Q3 ASSET MANAGEMENT: The way Spicer Capital, LLC gets paid when utilizing Q3 as a money manager for a client is through a solicitor's compensation arrangement.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stephen Neil Spicer II's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2013

Experience


Current

February 1, 2023 - Present

SPICER CAPITAL

Office #1: 18431 Cantering Way, Fayetteville, AR 72701
RIA
CRD#: 312505
FAYETTEVILLE, AR
Past

March 12, 2021 - December 31, 2022

SPICER CAPITAL

RIA
CRD#: 312505
FAYETTEVILLE, AR
Past

December 11, 2019 - March 4, 2021

QUILITY FINANCIAL ADVISORS

RIA
CRD#: 304586
FAYETTEVILLE, AR
Past

January 31, 2017 - December 11, 2019

SPICER CAPITAL, LLC

RIA
CRD#: 286166
FAYETTEVILLE, AR
Past

June 17, 2013 - January 7, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
FAYETTEVILLE, AR
Past

June 25, 2010 - January 7, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
FAYETTEVILLE, AR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(2/1/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
SPICER CAPITAL
SPICER CAPITAL | SPICER CAPITAL, LLC

CRD#: 312505 / SEC#:

Arkansas
Registered Investment Advisory firm - (1/20/2023 Approved)
Texas
Registered Investment Advisory firm - (6/30/2025 Conditional Restricted)
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Contact information


Main Address
18431 Cantering Way, Fayetteville, AR 72701
Mailing Address
Phone number
(417) 592-4714
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 5,860,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPICER CAPITAL

CRD#: 312505Fayetteville, AR 72701

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