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Investment adviser representative · Spurr Financial Investment Services, LLC

Kathi A. Spurr

CRD 2058442 · Alton Bay, NH

At a glance

Kathi A. Spurr is an investment adviser representative with Spurr Financial Investment Services, LLC in Alton Bay, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathi’s SEC record dates to 2001, about 25 years ago.

Current advisory firm

  • Spurr Financial Investment Services, LLCSince April 2023Alton Bay, NH · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2001 (25 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Kathi’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.