Norma Spencer has been an investment adviser representative at Bland Garvey Wealth Advisors since December 2016, and is not listed among the firm’s executive officers or direct owners. Norma Spencer holds a Bachelor of Science in Business & Finance from Indiana University-Purdue University of Fort Wayne.
Bland Garvey Wealth Advisors, LLC is a Richardson, TX firm with $241M under management, 122 clients and 4 advisers in one office, as of its March 2026 filing.
Norma Spencer is Manager, Retirement Plan Services at Bland Garvey, PC, based in Richardson, Texas. She joined the firm in 2006 and has a background of over 23 years in qualified retirement plans. She assists entrepreneurs with choosing and implementing retirement plans for their businesses.
- – present · 9 yearsRichardson, TX · Adviser representative · Firm CRD 140066
Professional designations
Listed by Bland Garvey Wealth Advisors
- Enrolled Retirement Plan Agent (ERPA)
- Certified Employee Benefit Specialist
- Certified Retirement Services Professional
Investment adviser representative registrations
Norma Spencer is registered as an investment adviser representative in Texas, since December 2016.
- TexasSince 12 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Norma Brames Spencer
- CRD
- 6719671
- Firm
- Bland Garvey Wealth Advisors · CRD 140066
- Office
- 2600 NORTH CENTRAL EXPRESSWAY, SUITE 550, Richardson, TX 75080
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blandgarvey.com
Where does Norma Spencer work?
Norma Spencer is an investment adviser representative registered through Bland Garvey Wealth Advisors, LLC since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Norma Spencer a financial advisor?
Yes. Norma Spencer has a current investment-adviser registration in Texas, through Bland Garvey Wealth Advisors since December 2016.
How many years of experience does Norma Spencer have?
Norma Spencer has 9 years in the financial industry, since December 2016, across 1 adviser firm.
What exams has Norma Spencer passed?
Norma Spencer passed the Series 65 in December 2016.
Where is Norma Spencer based?
Norma Spencer’s registered office is in Richardson, TX.
Is Norma Spencer registered with FINRA?
No. Norma Spencer has no current broker registration.
How can I verify Norma Spencer’s record?
Search CRD 6719671 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Norma Spencer’s full registration record.
