Spencer
Peet
Key Financial, Inc
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About this Advisor
Spencer Peet is a financial advisor based in West Chester, Pennsylvania, working with Key Financial, Inc. Spencer has previously held positions at Tristate Financial Advisors, Fortegra Financial Corporation, University Of Delaware, St. Andrew's School, Key Financial, Inc, and Osaic Wealth, Inc. Spencer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Spencer is part of Key Financial, Inc, which operates out of West Chester, Pennsylvania. The firm has 1 office and 29 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Key Financial, Inc includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Financial, Inc Brokerage Details
$2,166,191,568
29
4,427
$489,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Spencer Peet Work History
Key Financial, Inc
Osaic Wealth, Inc
Tristate Financial Advisors
Fortegra Financial Corporation
University Of Delaware
St. Andrew'S School
Disclosures
Please visit the SEC profile of Spencer Peet 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 Key Financial, Inc
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
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