Allison Graham Spangler
Investment adviser representative at Juncture Wealth Strategies, LLC
18 yearsExperience
2 statesRegistered in
$473.6MFirm assets
8 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 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
18 years in the industry.
- Juncture Wealth Strategies, LLCSep 2024 to now
- Vantage Point Investment ServicesSep 2020 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Sep 2024
- Fairfield National BankJan 2009 to Jul 2020
- Raymond James Financial Services, IncOct 2008 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, OH).
Juncture Wealth Strategies, LLC
$473.6MAssets managed
462Clients
10Advisers
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
- 5535838
- Firm CRD
- 298110