Creative Financial Designs
44yrs
Top advisor by experience in Urbana
6yrs
Spencer Fields
Full name on record: Spencer Patrick Fields
Financial advisor at Raymond James Financial Services Advisors
Spencer Fields is a financial advisor in Urbana, Illinois, with 6 years in the industry. Spencer joined Raymond James Financial Services Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Spencer holds the CFP® designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office201 Main Street, Urbana, IL 61801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Spencer
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Spencer. 201 Main StreetUrbana, IL 61801Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Raymond James Financial Services Advisors at (727) 567-3020 and ask for Spencer Fields. Spencer works from the Urbana, IL office.
How long has Spencer been a financial advisor?
Spencer has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Spencer hold?
Series 63. Tap any license on this page to see what it allows.
Is Spencer a fiduciary?
Spencer is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Spencer paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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