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Adam Barrett Spence

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas
Clean recordVESTPRO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Barrett Spence is a registered financial advisor based in PLANO, Texas, affiliated with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
CPF TEXAS
AUM
$233M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4569706
Firm CRD# 122484
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

Lesli Anne Harlan
PLANO, TX
Mark Steven Schupbach
PLANO, TX
Rudy Fernandez
PLANO, TX
Thomas Andrew Knippa
PLANO, TX

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