Shane
Spence
The Life Wealth Group
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About this Advisor
Shane Spence is a financial advisor based in Winter Garden, Florida, working with The Life Wealth Group. Shane has previously held positions at Earned Wealth, Watson Realty Corp, Aldi, Amazon, University Of Florida, Target, Home Depot, Equitable Advisors, LLC, The Lifewealth Group, Ae Wealth Management, Madison Avenue Securities, and Lifewealth Investments LLC. Shane has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Shane is part of The Life Wealth Group, which operates out of Winter Garden, Florida. The firm has 16 employees and manages assets totaling $177.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at The Life Wealth Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Life Wealth Group Brokerage Details
$177,712,580
16
314
$565,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Shane Spence Work History
The Lifewealth Group
Ae Wealth Management
Madison Avenue Securities
Lifewealth Investments LLC
Watson Realty Corp
Equitable Advisors, LLC
Earned Wealth
N/A
Aldi
Amazon
Home Depot
N/A
Target
University Of Florida
Disclosures
Please visit the SEC profile of Shane Spence to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Life Wealth Group
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
Winter Garden, FL
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