What Happened?
Richmond, -based Luxon-Financial Promoted Kevin Spence as Managing Director and Chief Compliance Officer
About the Company
Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
About the Person
Kevin Spence is Director, Compliance Officer at Teachers Insurance and Annuity Association. Previously, Kevin held various senior legal leadership roles in the industry.
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