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Adam Barrett Spence

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas
SIE, Series 7, Series 65, Series 66CFPClean record21 years registeredVESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
2500 DALLAS PARKWAY, PLANO, TX 75093CRD# 4569706Firm CRD# 122484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Barrett Spence · PLANO, TX
Registration
CRD #4569706 · VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS · 21 years registered
Brand Profile
Not yet started
01

Career History

CX INSTITUTIONAL, LLC
Oct 2018 – present
CXI ADVISORS, LLC
May 2019 – Sep 2020
PLANO, TX
CPF TEXAS
Jun 2005 – Nov 2018
PLANO, TX
LPL FINANCIAL LLC
May 2005 – Jul 2015
PLANO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · May 10, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
CRD 122484 · SEC 801-80920
AUM
$233M
Regulatory assets under management
Employees
12
527 client accounts
Services offered by VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →
Introduction

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05

Frequently Asked Questions

What services does Adam Barrett Spence offer?
Adam Barrett Spence specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Adam Barrett Spence's credentials?
Adam Barrett Spence holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam Barrett Spence located?
Adam Barrett Spence is based in PLANO, Texas, working with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Adam Barrett Spence charge for services?
Adam Barrett Spence'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 VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS?
VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS has approximately 12 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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