Spencer Adams
Investment adviser representative at The Patriot Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- The Patriot Financial Group, LLCJun 2025 to now
- The Patriot Financial Group Insurance Agency, LLCMay 2025 to now
- Unified Legacy AdvisorsJun 2022 to now
- Adaptive InvestmentsMay 2018 to Jun 2022
- University of Nebraska At OmahaMay 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 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
- 8109365
- Firm CRD
- 172470