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Philip S
Series 63, Series 65
Carlsbad, CA
Family Investment Management L.P.
Philip Spencer is a financial advisor at Family Investment Management L.P. in Carlsbad, CA, with 38 years of industry experience. He has held roles at Family Investment Management since 2014, LPL Financial LLC since 2003, and UBS Financial Services from 2000 to 2003. Spencer holds Series 63 and Series 65 licenses. Family Investment Management provides financial planning, consulting, and investment management services to individuals, business entities, and pension and profit-sharing plans. The firm uses proprietary algorithms alongside active management and Modern Portfolio Theory to guide investment decisions, with portfolios typically composed of mutual funds, ETFs, and occasionally variable annuities or life insurance.
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