Lance T Spencer
Investment adviser representative at Prosper Private Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$150.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Prosper Private WealthMay 2025 to now
- UnemployedJan 2025 to Apr 2025
- Summit Global InvestmentsJan 2021 to Dec 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2021
- Fidelity InvestmentsSep 2012 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Prosper Private Wealth
Legal name: Prosper Private Wealth, LLC
$150.8MAssets managed
51Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1981961
- Firm CRD
- 333708