Leo MartinicCRD Number: 3170107
Current Firm: Spc Financial Inc.
Leo Martinic (CRD# 3170107) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Spc Financial, Inc.||Rockville, MD||Dec 2002 - Current||14|
|Raymond James Financial Services||Rockville, MD||Nov 1999 - Current||17|
|Sella & Martinic LLC||Rockville, MD||Nov 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management655MILLIONS
Total Number of Accounts3,174ACCOUNTS
Average Account Value$206,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV