LANCE T SPENCER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with PROSPER PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROSPER PRIVATE WEALTH, LLC | 2025-12-09 | present | Yes |
| SUMMIT GLOBAL INVESTMENTS, LLC | 2021-03-02 | 2025-04-09 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2020-11-10 | — |
| STRATEGIC ADVISERS LLC | 2012-11-20 | 2018-07-13 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2012-10-01 | — |
| CHARLES SCHWAB & CO., INC. | 2009-11-18 | 2011-12-31 | — |
| STRATEGIC ADVISERS LLC | 2005-09-16 | 2009-01-27 | — |