Spencer Bateman

Originally from the Portland area, Spencer graduated from Brigham Young University where he studied Economics and Global Business. After graduating, he went to work for Fidelity Investments where he provided investment guidance and retirement planning.

He left Fidelity and returned back to Portland at the beginning of 2022 to continue to develop his career in financial planning. In addition to holding his Series, 7, 63 and 66, Spencer is also a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Spencer enjoys a variety of different hobbies that get him active and outside from golfing with his friends to trying to keep up with his wife while riding horses.

Spencer Bateman is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and he offers securities in Oregon. He also is insurance licensed in Oregon.

Phone 503-227-4817