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 11 - 14 of 14 top financial advisors.
11
Jason C. Perlman
CRD#: 6364962
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Jason Perlman (CRD# 6364962) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.

12
Edward G. Sella
CRD#: 735258
3202 Tower Oaks Blvd. #400, Rockville, MD 20852

Edward Sella (CRD# 735258) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 36 years of experience in the finance industry.

13
Elise M. Weinstein
CRD#: 5816897
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Elise Weinstein (CRD# 5816897) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has 1 year of experience in the finance industry.

14
Matthew C. Plourde
CRD#: 7347909
3202 Tower Oaks Blvd, Suite 400, Rockville, MD 20852

Matthew Plourde (CRD# 7347909) 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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