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Spencer Judson Plagens

Managing Member & Chief Compliance OfficerPlagens & Taylor Wealth Management, LLCCRD 5925791

About Spencer Judson Plagens

Spencer Judson Plagens is listed as Managing Member & Chief Compliance Officer at Plagens & Taylor Wealth Management, LLC in San Angelo, TX. Form ADV reports a beneficial ownership band of 50-75%. Spencer Judson Plagens is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Plagens & Taylor Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Spencer Judson Plagens work?

Spencer Judson Plagens is listed as Managing Member & Chief Compliance Officer at Plagens & Taylor Wealth Management, LLC on SEC Form ADV.

How much of Plagens & Taylor Wealth Management, LLC does Spencer Judson Plagens own?

Form ADV reports a beneficial ownership band of 50-75%.

Plagens & Taylor Wealth Management, LLC

TitleManaging Member & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
View Plagens & Taylor Wealth Management, LLC →

Dreher Investment Services, Inc.

TitlePresident / Chief Compliance Officer
Ownership10-25%
Control personYes
Since2019
View Dreher Investment Services, Inc. →