Stephen Q Spencer
Investment adviser representative at Tingey Financial Group Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$257MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Tingey Financial Group, Inc.Sep 2025 to now
- Act Capital AdvisorsJun 2010 to now
- Sammamish Advisors LLCJun 2010 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Tingey Financial Group Inc.
$257MAssets managed
150Clients
3Advisers
Under 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
- 4551629
- Firm CRD
- 334198