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Joshua S

Series 66

Spartanburg, SC

Advisory Services Network

Joshua Spencer is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Palmetto Private Wealth, LPL Financial, and Edward Jones. Spencer is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Paul B

Series 66

Spartanburg, SC

Advisory Services Network

Paul Baily is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Palmetto Private Wealth, LPL Financial, and Edward Jones. Outside of his advisory role, he is a licensed insurance professional. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers various portfolio management and consulting services, utilizing a range of securities and third-party managers, and supports flexible engagement models tailored to client needs.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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