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Spencer Avalos

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

4601 W North A Street, Tampa, FL, 33609-1909

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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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Other Business ActivitiesSells Insurance

Spencer consults and/or offers fixed insurance and annuity products as a licensed agent through Darwin Insurance Group, LLC, an affiliated company of Darwin Wealth Management, since 2022. This activity may take up to about a quarter of Spencer's time.

Employment History
Current Registrations
Innovation Partners LLCBroker
June 2025 - Present · 8 mos
Innovation Partners LLC
June 2025 - Present · 8 mos
Darwin Wealth Management
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - June 2022 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - June 2022 · 2 yrs 8 mos
J.P. Morgan Institutional Investments INC.Broker
October 2017 - September 2019 · 1 yr 11 mos
Lord, Abbett & CO. LLC
March 2017 - October 2017 · 7 mos
Lord Abbett Distributor LLCBroker
August 2016 - October 2017 · 1 yr 2 mos
State Registrations3 states
CTFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Spencer Avalos - Financial Advisor | TrueAdvisor