Roman
Spear

Pensionmark Financial Group, LLC

CRD#6983672
Investment Advisor
in Pensacola, FL

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About this Advisor

Roman Spear is a financial advisor based in Pensacola, Florida, working with Pensionmark Financial Group, LLC. Roman has previously held positions at Myeyedr, Township, The Scion Group, Madison Social, Pacsun, Florida State University, University Of West Florida, Axa Advisors, LLC, Equitable Advisors, LLC, Pensionmark Financial Group, LLC, Vestwell, Forgerock, and Unemployed/Self Employed. Roman has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, Roman is part of Pensionmark Financial Group, LLC, which operates out of Pensacola, Florida. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Pensacola, FL

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

FL Average: $7,578,581,321
Total Number of Employees

324

FL Average: 43
Total Number of Accounts

11,973

FL Average: 3,727
Average Account Size

$3,153,743

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Roman Spear Work History

2024 - Present (1 year)

Pensionmark Financial Group, LLC

2023 - 2023 (< 1 year)

Forgerock

2023 - 2024 (1 year)

Unemployed/Self Employed

2021 - 2022 (1 year)

Vestwell

2018 - 2018 (< 1 year)

Township

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2017 - 2017 (< 1 year)

Myeyedr

2017 - 2017 (< 1 year)

The Scion Group

2016 - 2017 (1 year)

The Scion Group

2016 - 2016 (< 1 year)

University Of West Florida

2015 - 2015 (< 1 year)

Madison Social

2015 - 2015 (< 1 year)

Pacsun

2014 - 2017 (3 years)

Florida State University

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Disclosures

Please visit the SEC profile of Roman Spear to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

James Vanke
Atlanta, GA
Andrew Doering
Santa Barbara, CA
Clayton Boone
San Antonio, TX
Nicholas Russo
Pittsford, NY
Manuel Garcia
San Antonio, TX
Kyle Bochat
Gainesville, GA
James Holly
Laguna Niguel, CA
David Gonzaga
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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