Adam Barrett Spence
Investment adviser representative at Cx Institutional, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Cx Institutional, LLCOct 2018 to now
- Cxi Advisors, LLCMay 2019 to Sep 2020
- Vestpro Financial Partners, Inc. dba Cpf TexasJan 2008 to Dec 2018
- Cpf TexasFeb 2006 to Oct 2018
- LPL Financial LLCDec 2004 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 4569706
- Firm CRD
- 292627