Kimberlee Ann Spencer
Investment adviser representative at Equita Financial Network, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$391MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Equita Financial Network, Inc.Sep 2020 to now
- Next Step Financial LLCSep 2020 to now
- The Nalls Sherbakoff Group, LLCJan 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Equita Financial Network, Inc.
$391MAssets managed
434Clients
16Advisers
5 yearsIn 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
- 2394928
- Firm CRD
- 277031