Spencer Christian Mc Cartney

Advisor at Edward Jones — Colville, WA 309 S Main St

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Colville, WA 99114

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Spencer Mc Cartney is a CFP®-designated financial advisor with Edward Jones in Colville, WA, with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Dicks Sporting Goods and serves as a Senior Chief Hospital Corpsman in the United States Navy Reserve, where he manages a small medical clinic and supervises a team of approximately 14 personnel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations

Occupation focus

Military & Veterans Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Colville, WA 309 S Main St

309 S Main St

Colville WA 99114-2425

Advisors at this office

2

Most active in

Texas · Washington

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Dicks Sporting Goods

2016 - 2019 • 3 years

Spokane, WA

United States Navy-Reserve Component

2016 - Present • 10 years

Spokane, WA

Disclosures

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

Business activities & affiliations

user avatar

Jesse C

Series 63, Series 65

Colville, WA

Global Assets Advisory, LLC

Jesse Cole is a financial advisor at Global Assets Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Global View Capital Management, LLC and Global View Capital Advisors, LLC. Outside of financial advising, he is employed as a well technician with AES-Houston Contracting Co. for ASRC Energy Services, Inc. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team-based approach that utilizes a range of mutual funds, ETFs, equities, and fixed income with both internal and third-party asset management.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Rebekah M

Series 63, Series 65

Colville, WA

Key Investment Services LLC

Rebekah Marshall is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Key Investment Services since 2016. Outside of her advisory role, she serves as Committee Chair for a major fundraiser with Victim Services-Rural Resources Community Action, assisting victims of domestic violence and other crimes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-driven investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Ronald E

Series 66

Colville, WA

Edward Jones

Ronald Eck is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is connected to Eckxspert Data Analytics, LLC, a consulting and rental business operated by his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Stacy R

CFP®, Series 66

Colville, WA

Edward Jones

Stacy Rarrick is a CFP® and holds the Series 66 designation with seven years of industry experience, all with Edward Jones. She is based in Colville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
user avatar

Zachary H

Series 66

Colville, WA

Edward Jones

Zachary Hull is a financial advisor with Edward Jones in Colville, WA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016 and previously worked with Eastern Washington University's Epic Adventures program for two years. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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