Spencer William francis Organ
Investment adviser representative at Vest Financial LLC
12 yearsExperience
1 stateRegistered in
$51.8BFirm assets
13 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Vest Securities, LLCJun 2024 to now
- Vest Financial, LLCMay 2024 to now
- Wells Fargo Clearing ServicesJul 2022 to May 2024
- UnemployedMay 2022 to Jul 2022
- University of RichmondAug 2021 to May 2022
- UnemployedJul 2021 to Aug 2021
- IqsitionMay 2021 to Jul 2021
- University of RichmondAug 2020 to May 2021
- UnemployedJul 2020 to Aug 2020
- Matunuck Oyster BarMay 2020 to Jul 2020
- University of RichmondAug 2019 to May 2020
- UnemployedJul 2019 to Aug 2019
- Matunuck Oyster BarMay 2019 to Jul 2019
- Bentley UniversityAug 2018 to May 2019
- Corridor Property ManagementJun 2018 to Aug 2018
- UnemployedMay 2018 to Jun 2018
- Westminster HighschoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 7601983
- Firm CRD
- 165976