Spc Financial Inc.

Spc Financial Inc. (CRD# 104618) is a financial advisory firm headquartered in Rockville, MD. They manage $1,000,154,777 in 3,105 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,000
    MILLION
  • Total Number of Accounts
    3,105
    ACCOUNTS
  • Average Account Value
    $322,111
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
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 5 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 6 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 27 years of experience in the finance industry.

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 11 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 14 years of experience in the finance industry.

6
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.

7
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 7 years of experience in the finance industry.

8
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 25 years of experience in the finance industry.

9
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 12 years of experience in the finance industry.

10
Pamela L. Mudd
CRD#: 4766372
3202 Tower Oaks Blvd. #400, Rockville, MD 20852

Pamela Mudd (CRD# 4766372) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has 1 year of experience in the finance industry.

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