Ann-noel Campbell Spencer
Investment adviser representative at Arax Advisory Partners
12 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Arax Advisory PartnersApr 2025 to now
- Srs Capital Advisors, LLC dba Wellth PartnerMar 2022 to now
- Medicare MentorsSep 2021 to Sep 2023
- Board & BrushMay 2021 to Jan 2022
- Hammond LawJan 2021 to Apr 2021
- UnemployedJul 2020 to Dec 2020
- Hammond LawAug 2019 to Jun 2020
- Art @ AltitudeMar 2017 to Jun 2019
- Country Club of ColoradoJan 2017 to Dec 2019
- Gallery On the GoOct 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Arax Advisory Partners
Legal name: Arax Advisory Partners, LLC
$26.5BAssets managed
15,662Clients
222Advisers
20 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
- 4695595
- Firm CRD
- 133535