Senior Vice President—Investment Advisor Representative
Spencer has been working as a registered representative since 1975. In this capacity he provides portfolio management to both individuals. He is knowledgeable in the areas of restricted stock sales and corporate executive planning as well as annuities and life insurance policies if they are suitable for the client’s needs.
Prior to entering the Financial Industry, Mr. Larson attended Tufts University where he received a B.S. in Computer Science. He then went on to enroll in the prestigious MIT Sloan School of Business Management where he received an MBA in Corporate Finance and Strategy.
Check the background of this investment professional on FINRA’s BrokerCheck