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Lee Myrl Spivey

Wealth Management Partners, LLC

Manchester Center, VT

Wellfleet, MA

CRD 3143532

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Employer firm

Wealth Management Partners, LLC CRD 142223

Reported services (Item 5G)

  • SOLICITORS FOR RAYMOND JAMES & ASSOCIATES

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Management Partners, Llc

3868 Main Street, Manchester Center, VT 05255 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2007-01-30
  • VT RA
    APPROVED
    Since 2007-01-30

Branch Locations

3868 Main Street, Manchester Center, VT 05255 • United States

Wellfleet, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spivey Lemonik Swenor Pc Manchester VT 04/1990 Present
Wealth Management Partners, Llc Manchester Center VT 09/1998 Present
Previous Registrations
Other Businesses

Spivey Lemonik Swenor PC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-04
  • S63 Uniform Securities Agent State Law Examination
    1999-01-04
Designations
  • Certified Financial Planner
Other Names
  • Lee M Spivey

View on SEC IAPD

Nearby Firms

MANCHESTER CAPITAL MANAGEMENT LLC
HUTNER CAPITAL MANAGEMENT INC.
HWC FINANCIAL

Nearby Investors

Cynthia Rozelle
MORGAN WAYNE ROBERTS
EDWARD WRIGHT CRONIN

Nearby Offices

MANCHESTER CAPITAL MANAGEMENT LLC · MANCHESTER, VT
HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT
HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT

More in Manchester Center, VT

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