Spencer David, JD
Spencer has been an associate of Pfleger Financial since 2000. Utilizing the resources of Pfleger Financial, M Financial Group and his independent owned and operated registered investment advisory firm, Integrated Wealth Services, he provides comprehensive wealth management services for high net worth and high income individuals.
Spencer earned a B.S. in Accounting from the University of Southern California in 1992 and a J.D. from the University of Florida in 1997. He is a member of the Florida Bar and a Florida licensed CPA (inactive).
Prior to joining Pfleger Financial, Spencer was a leading first year agent at Northwestern Mutual. In his former business life he was a CPA with Deloitte & Touche. He is a South Florida native who enjoys competitive tennis and down-hill skiing.
Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state. Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc. Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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