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Frances Elizabeth Spurry

TRED AVON FAMILY WEALTH, LLC·EASTON, Maryland
SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record19 years registeredTRED AVON FAMILY WEALTH, LLC
8603 COMMERCE DRIVE, EASTON, MD 21601CRD# 3088160Firm CRD# 174115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frances Elizabeth Spurry · EASTON, MD
Registration
CRD #3088160 · TRED AVON FAMILY WEALTH, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

TRED AVON FAMILY WEALTH, LLC
May 2025 – present
TRED AVON FAMILY WEALTH, LLC
Mar 2024 – Dec 2024
EASTON, MD
TRED AVON FAMILY WEALTH, LLC
Feb 2021 – Dec 2023
EASTON, MD
TRED AVON FAMILY WEALTH, LLC
Feb 2015 – Dec 2020
EASTON, MD
LPL FINANCIAL LLC
Dec 2007 – Dec 2014
EASTON, MD
UVEST FINANCIAL SERVICES GROUP, INC.
Jun 2007 – Aug 2008
EASTON, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · June 6, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRED AVON FAMILY WEALTH, LLC
CRD 174115 · SEC 801-106937
AUM
$293M
Regulatory assets under management
Employees
6
222 client accounts
Services offered by TRED AVON FAMILY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRED AVON FAMILY WEALTH, LLC →
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Frequently Asked Questions

What services does Frances Elizabeth Spurry offer?
Frances Elizabeth Spurry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Maryland for a consultation.
What are Frances Elizabeth Spurry's credentials?
Frances Elizabeth Spurry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Frances Elizabeth Spurry located?
Frances Elizabeth Spurry is based in EASTON, Maryland, working with TRED AVON FAMILY WEALTH, LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Frances Elizabeth Spurry charge for services?
Frances Elizabeth Spurry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRED AVON FAMILY WEALTH, LLC?
TRED AVON FAMILY WEALTH, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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