Stratos Wealth Partners
45yrs
Top advisor by experience in Holladay
8yrs
Spencer Orme has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Holladay, Utah. Spencer has been with LPL Financial since 2019. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 127 advisors with offices in Holladay, and one of 123 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1298 East Murray-Holladay Rd, Holladay, UT 84117
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowLPL Financial LLCCurrent firm
Questions to ask Spencer
Tailored to Spencer’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Spencer
How do I contact Spencer?
Call LPL Financial at 704-733-3300 and ask for Spencer Orme. Spencer works from the Holladay, UT office.
How long has Spencer been a financial advisor?
Spencer has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Spencer hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Spencer a fiduciary?
Spencer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Spencer paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Spencer for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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