SPENCER HARVEY LLOYD is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-04-01 | present | Yes |
| MONTEREY PRIVATE WEALTH, INC. | 2019-05-17 | 2025-04-21 | — |
| UBS FINANCIAL SERVICES INC. | 2016-12-09 | 2019-04-23 | — |