Frances
Spurry
Tred Avon Family Wealth, LLC
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About this Advisor
Frances Spurry is a certified financial planner based out of Easton, Maryland. Spurry works at Tred Avon Family Wealth, LLC. Throughout their career, Spurry has worked at Centreville National Bank, Lpl Financial LLC and Tred Avon Family Wealth, LLC. Spurry has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Tred Avon Family Wealth, LLC is a company operating out of Easton, MD. It manages $288 million in total assets across its 188 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 188 accounts, 47% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Tred Avon Family Wealth, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tred Avon Family Wealth, LLC Brokerage Details
$288,311,302
2
188
$1,533,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Frances Spurry Work History
Frances has been registered as a financial advisor for 0 years.*
Tred Avon Family Wealth, LLC
Lpl Financial LLC
Centreville National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frances Spurry 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 Tred Avon Family Wealth, LLC
Easton, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
