Kimberlee
Spencer

Equita Financial Network, Inc

CRD#2394928
Investment Advisor
in Fort Washington, PA

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About this Advisor

Kimberlee Spencer is a certified financial planner who works out of Fort Washington, Pennsylvania who has 3 years of relevant experience. Spencer is currently employed by Equita Financial Network, Inc. Spencer has gained experience at The Nalls Sherbakoff Group, LLC, Next Step Financial LLC, Patriot Investment Management Group Inc and Equita Financial Network, Inc. Spencer has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Tennessee. Equita Financial Network, Inc is a financial advisory firm that has its headquarters in Fort Washington, PA. The company has offices in six locations and a total of seven people on staff. It controls $152 million in assets under management between its 821 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 821 client accounts, 15% are held by high-net-worth investors who have at least $1 million in assets. Equita Financial Network, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Equita Financial Network, Inc can consist of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

500 Office Center Drive Suite 400
Fort Washington, PA 19034

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Equita Financial Network, Inc Brokerage Details

Total Assets Under Management

$151,519,331

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

821

PA Average: 3,342
Average Account Size

$184,555

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kimberlee Spencer Work History

Kimberlee has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Next Step Financial LLC

2020 - Present (4 years)

Equita Financial Network, Inc

2016 - 2020 (4 years)

The Nalls Sherbakoff Group, LLC

2006 - 2015 (9 years)

Patriot Investment Management Group Inc

*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 Kimberlee Spencer 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 Equita Financial Network, Inc

Bridget Grimes
Fort Washington, PA
Kathleen Burke
Fort Washington, PA
Ellen Osthus
Fort Washington, PA
Eryn Schultz
Houston, TX
Maria Hernandez Huerta
Fort Washington, PA
Melinda Mccubbin
Fort Washington, PA
Stefanie Crowe
Fort Washington, PA
Kimberlee Spencer
Fort Washington, PA

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.

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