ES
ES

Eric Clay Spencer

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
Loading...

Location

Bloomfield, MI

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Eric is an insurance representative with Secure Investors Group, an affiliate of Secure Asset Management, since 2015. This activity is investment-related.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Seacrest Wealth Management, LLC
February 2013 - September 2015 · 2 yrs 7 mos
Morgan Stanley
February 2011 - February 2013 · 2 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.