Spc Financial Inc.

Spc Financial Inc. (CRD# 104618) is a financial advisory firm headquartered in Rockville, MD. They manage $955,127,087 in 2,468 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    955
    MILLION
  • Total Number of Accounts
    2,468
    ACCOUNTS
  • Average Account Value
    $387,004
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, VT, WA, WV

Financial Advisors at Spc Financial Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Eden T. Akana
CRD#: 6865581
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Eden Akana (CRD# 6865581) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 3 years of experience in the finance industry.

2
Daniel A. Ball
CRD#: 6565538
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Daniel Ball (CRD# 6565538) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 4 years of experience in the finance industry.

3
William G. Chatfield
CRD#: 1411174
3202 Tower Oaks Blvd. #400, Rockville, MD 20852

William Chatfield (CRD# 1411174) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 25 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.

4
Jason J. Davis
CRD#: 5947799
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Jason Davis (CRD# 5947799) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 9 years of experience in the finance industry.

5
Matthew E. Gilchrist
CRD#: 5606014
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Matthew Gilchrist (CRD# 5606014) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 12 years of experience in the finance industry. Matthew Gilchrist 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.

6
Charles V. Kimmel
CRD#: 5567461
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Charles Kimmel (CRD# 5567461) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 13 years of experience in the finance industry.

7
Bradley P. Lipman
CRD#: 6885071
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Bradley Lipman (CRD# 6885071) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has 1 year of experience in the finance industry. Bradley Lipman 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.

8
Philip J. Mantua
CRD#: 6421034
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Philip Mantua (CRD# 6421034) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 5 years of experience in the finance industry.

9
Leo D. Martinic
CRD#: 3170107
3202 Tower Oaks Blvd. #400, Rockville, MD 20852

Leo Martinic (CRD# 3170107) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 22 years of experience in the finance industry.

10
Rory M. McGlynn
CRD#: 5856943
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Rory McGlynn (CRD# 5856943) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 9 years of experience in the finance industry. Rory McGlynn 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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