Bailey James Spencer
Investment adviser representative at Spc
10 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 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 feeOther
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
10 years in the industry.
- SpcMar 2023 to now
- Sigma Financial CorporationSep 2019 to now
- ReiNov 2018 to Sep 2019
- Laz ParkingApr 2018 to Nov 2018
- Eastern Michigan UniversityAug 2017 to Apr 2018
- Sawmill CityApr 2017 to Aug 2017
- Eastern Michigan UniversityFeb 2017 to Apr 2017
- Full Time Student (college)Aug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 7175965
- Firm CRD
- 110692