Sara
Spence
Alliancebernstein L.P
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About this Advisor
Sara Spence is a financial advisor based in Nashville, Tennessee, working with Alliancebernstein L.P. Sara has previously held positions at 5/3 Bank, Servisfirst Bank, Raymond James Financial Services, Inc, Wealth Strategies Partners, Sds Financial, LLC, and Alliance Bernstein. Sara has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Sara is part of Alliancebernstein L.P, which operates out of Nashville, Tennessee. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$651,482,000,000
4,565
62,140
$10,484,100
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Sara Spence Work History
Alliance Bernstein
Raymond James Financial Services, Inc
Wealth Strategies Partners
Wealth Strategies Partners
Sds Financial, LLC
Servisfirst Bank
5/3 Bank
Disclosures
Please visit the SEC profile of Sara Spence 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 Alliancebernstein L.P
Chicago, IL
Stamford, CT
Los Angeles, CA
Nashville, TN
New York, NY
Nashville, TN
Nashville, TN
Atlanta, GA
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