Debra S. Spencer

Debra S. Spencer

Registered Representative

Followers of Debra S. Spencer143 followers
location of Debra S. SpencerIndianapolis, Indiana, United States

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  • Timeline

  • About me

    President at SPENCER FINANCIAL STRATEGIES

  • Education

    • Ball State University

      1986 - 1988
      Bachelor's degree Elementary Education
  • Experience

    • Planned Investment Company

      Jan 2003 - Sept 2007
      Registered Representative
    • Wells Fargo Advisors Financial Network

      Sept 2007 - Dec 2014

      Financial Advisor providing solutions for those individuals planning for retirement or long-term goals, to business owners providing retirement plans, and to those needing to be educated in financial areas of life including information on annuities, strategies for tax-efficient investing, objectives of long-term care insurance, types of life insurance and when to start planning for your next stage of life.

      • Financial Advisor

        Sept 2007 - Dec 2014
      • Financial Advisor

        Sept 2007 - Dec 2014
    • Thurston Springer Miller Herd & Titak, Inc.

      Jan 2015 - Dec 2015
      Financial Advisor

      Financial Advisor providing solutions for those individuals planning for retirement or long-term goals, to business owners providing retirement plans, and to those needing to be educated in financial areas of life including information on annuities, strategies for tax-efficient investing, objectives of long-term care insurance, types of life insurance and when to start planning for your next stage of life.

    • SPENCER FINANCIAL STRATEGIES

      Jan 2016 - now
      President

      Financial Advisor and Registered Investment Advisor offering planning solutions for all stages of life including retirement planning, education planning, annuities, tax-efficient investing, long-term care, life insurance. I simplify the financial part of life so that you can dream . . . plan . . . and enjoy your life!Registered Representative Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Spencer Financial Strategies are not affiliated. Show less

  • Licenses & Certifications

    • CRPC Chartered Retirement Planning Counselor

      College for Financial Planning