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Michael Lyndon Spurrier

Advisor at &PARTNERS — Longview, TX E Methvin St

Updated today

Credentials

Series 63, Series 66

Experience

5 years

Location

Longview, TX 75601

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Michael Spurrier is a financial advisor with \u0026PARTNERS in Longview, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Fidelity Investments. \u0026PARTNERS serves a diverse client base including individuals, institutions, and high-net-worth entities, offering investment management, financial and tax planning, and retirement plan consulting through both advisory and brokerage services. The firm utilizes a variety of analytical methods and portfolio strategies, managing accounts directly or via vetted third-party managers.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired

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Fee options

Fixed

Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.

Commissions

Commissions assessed on certain transaction fees in addition to advisory fees.

Project-based

Hourly consulting fees as agreed with client, billed monthly.

Subscriptions

Subscription fees may be charged for services like research reports (e.g., $500/month).

Other

Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.

Location

See office

Longview, TX E Methvin St

407 E Methvin St #300

Longview TX 75601

Advisors at this office

5

Most active in

Texas

Work history

5 years of industry experience

&PARTNERS

2025 - Present • 1 year

Nashville, TN

Wells Fargo Advisors

2024 - 2025 • 1 year

Longview, TX

Fidelity Investments

2023 - 2024 • 1 year

Westlake, TX

Fidelity Investments

2022 - 2023 • 1 year

Westlake, TX

Fidelity Investments

2022 - 2022 • 1 year

Westlake, TX

Fidelity Investments

2021 - 2022 • 1 year

Westlake, TX

Fidelity Investments

2020 - 2021 • 1 year

Westlake, TX

Wells Fargo Advisors

2018 - 2020 • 2 years

Tyler, TX

City Of Longview

2016 - 2018 • 2 years

Longview, TX

Stephen F. Austin State University

2015 - 2019 • 4 years

Nacogdoches, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John R

Series 65

Longview, TX

1 Timothy 6 V 7 LLC

John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Tucker K

Series 65

Overton, TX

Pistol Hill Capital

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

Real estate investing

Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
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Abigail W

CFP®, Series 65

Longview, TX

Naviant Partners, LLC

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® and holds a Series 66 license, currently serving as an advisor at Rose Wealth, LLC with 13 years of industry experience. He has prior experience at Lonestar Registered Investment Advisors and A.G. Edwards & Sons, and manages Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a variety of strategies tailored to clients’ objectives and risk tolerances, combining in-house advisory services with outsourced model management.

Annuities
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Grant J

Series 66

Longview, TX

Rose Wealth, LLC

Grant Jordy is a financial advisor at Rose Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. He is also licensed as an insurance agent and dedicates part of his time to the sale of various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, employing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term positions.

Annuities
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