SM
SM

Spenser Virgil Messmore

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1432 Edinger Avenue, Suite 200, Tustin, CA, 92780

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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.

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Employment History
Current Registrations
Financial Advisors Network, INC.
May 2016 - Present · 9 yrs 9 mos
State Registrations2 states
CANC
Advisor
Exams
No exam information available for this advisor.