Spc Financial Inc.

Spc Financial Inc. (CRD# 104618) is a financial advisory firm headquartered in Rockville, MD. They manage $741,187,107 in 3,099 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    741
    MILLION
  • Total Number of Accounts
    3,099
    ACCOUNTS
  • Average Account Value
    $239,170
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.

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

Financial Advisors at Spc Financial Inc.
Showing 1 - 10 of 19 top financial advisors.
1
William G. Chatfield
CRD#: 1411174
3202 Tower Oaks Blvd. #400, Rockville, MD 20852
96
Wealthminder
score

William Chatfield (CRD# 1411174) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 22 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.

2
Matthew E. Gilchrist
CRD#: 5606014
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
96
Wealthminder
score

Matthew Gilchrist (CRD# 5606014) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 8 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.

3
Rory M. McGlynn
CRD#: 5856943
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
96
Wealthminder
score

Rory McGlynn (CRD# 5856943) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 6 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.

4
Edward G. Sella
CRD#: 735258
3202 Tower Oaks Blvd. #400, Rockville, MD 20852
96
Wealthminder
score

Edward Sella (CRD# 735258) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 30 years of experience in the finance industry. Edward Sella 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.

5
Lois M. Weaver
CRD#: 1293766
3202 Tower Oaks Blvd. #400, Rockville, MD 20852
96
Wealthminder
score

Lois Weaver (CRD# 1293766) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 33 years of experience in the finance industry. Lois Weaver 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
Jason J. Davis
CRD#: 5947799
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
93
Wealthminder
score

Jason Davis (CRD# 5947799) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 6 years of experience in the finance industry.

7
Charles V. Kimmel
CRD#: 5567461
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
93
Wealthminder
score

Charles Kimmel (CRD# 5567461) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 9 years of experience in the finance industry.

8
Leo D. Martinic
CRD#: 3170107
3202 Tower Oaks Blvd. #400, Rockville, MD 20852
93
Wealthminder
score

Leo Martinic (CRD# 3170107) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 19 years of experience in the finance industry.

9
Albert M. Montagna
CRD#: 4052754
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
93
Wealthminder
score

Albert Montagna (CRD# 4052754) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 17 years of experience in the finance industry.

10
Timothy J. Mount
CRD#: 5355802
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852
93
Wealthminder
score

Timothy Mount (CRD# 5355802) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.

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