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Spencer David Kenley

PFG INVESTMENTS, LLC·JACKSONVILLE, Oregon
Series 65Clean record1 years registeredPFG INVESTMENTS, LLC
725 N. 5TH STREET, JACKSONVILLE, OR 97530CRD# 6771921Firm CRD# 289256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Spencer David Kenley · JACKSONVILLE, OR
Registration
CRD #6771921 · PFG INVESTMENTS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

114TH FINANCIAL LC
Sep 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 16, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PFG INVESTMENTS, LLC
CRD 289256 · SEC 801-117949
AUM
$295M
Regulatory assets under management
Employees
23
1,450 client accounts
Services offered by PFG INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PFG INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Spencer David Kenley offer?
Spencer David Kenley specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Oregon for a consultation.
What are Spencer David Kenley's credentials?
Spencer David Kenley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer David Kenley located?
Spencer David Kenley is based in JACKSONVILLE, Oregon, working with PFG INVESTMENTS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Spencer David Kenley charge for services?
Spencer David Kenley'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 PFG INVESTMENTS, LLC?
PFG INVESTMENTS, LLC has approximately 23 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PFG INVESTMENTS, LLC

Ryan Paul Millar
JACKSONVILLE, OR
Nathan Eldon Williams
JACKSONVILLE, OR

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Research
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