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News & Updates

Danielle Lau Passes Series 6 Exam

Submitted by Spencer Financial, LLC on November 15th, 2011

Spencer Financial, LLC is pleased to announce that Danielle Lau has passed the Series 6 securities examination.  Successful completion of this exam will allow her to serve in a support capacity with regard to the management of our clients' investment portfolios.  She can take instruction from our advisors and serve as another point of contact for clients wishing to keep track of t

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Spencer Financial client service model

Submitted by Spencer Financial, LLC on November 1st, 2011

Spencer Financial employs a three-part client service model including "Evaluation, Positioning and Management".

Bill Spencer Receives CFP Certification

Submitted by Spencer Financial, LLC on August 31st, 2010

Spencer Financial, LLC is pleased to announce that Bill Spencer has received his CFP (Certified Financial Planner) certification.  The CFP certification requires an extensive course of study followed by successful completion of a 10 hour, two-day exam.  The CFP certification has become the most widely recognized financial planning credential among consumers.  In order to maintain

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Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

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