William Chatfield, financial advisor Rockville MD
96 score

William Chatfield

CRD Number: 1411174
Current Firm: Spc Financial Inc.

William Chatfield (CRD# 1411174) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 20 years of experience in the finance industry. William Chatfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tax Season Support Rockville, MD Jan 2009 - Current 7
Sella & Martinic, LLC Rockville, MD Jan 2009 - Current 7
Raymond James Financial Services, Inc. Rockville, MD Aug 1985 - Current 31
Spc Financial, Inc. Rockville, MD Jul 1985 - Current 31
Spc Financial, Inc. Rockville, MD Sep 1983 - Current 33
Girl's Jv Soccer Frederick, MD Aug 2005 - Nov 2010 5
Fc Frederick Frederick, MD Aug 2005 - Jun 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
Contact Info for William G. Chatfield
Phone Number: 301-770-6800
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    655
    MILLIONS
  • Total Number of Accounts
    3,174
    ACCOUNTS
  • Average Account Value
    $206,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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