Loren David Downs
Investment adviser representative at Spg Advisors LLC
11 yearsExperience
6 statesRegistered in
$535.4MFirm assets
6 yearsFirm in business
Are you Loren David Downs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Spg Advisors LLCAug 2016 to now
- Strategic Benefits, Inc. dba Sound Planning GroupAug 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, ID, OR, TX, WA).
Spg Advisors LLC
$535.4MAssets managed
692Clients
9Advisers
6 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
- 6691366
- Firm CRD
- 284496