Spc

Spc (CRD# 110692) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $2,586,331,938 in 20,899 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,586
    MILLION
  • Total Number of Accounts
    20,899
    ACCOUNTS
  • Average Account Value
    $123,754
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Spc
Showing 1 - 10 of 778 top financial advisors.
1
Randall A. Hoover
CRD#: 1848906
909 North Main Street, Royal Oak, MI 48067
103
Wealthminder
score

Randy Hoover’s career is built on over 28 years of commitment to financial services and employee benefits planning.

Randy received his B.A. in General Business from Michigan State University in 1988. Upon graduation from MSU, Randy joined Equitable Life and Equico Securities of New York working as a representative out of their Troy, Michigan office. During this time, Randy started his own business, Hoover and Associates, Financial Services, Inc., focusing on group benefits and personal financial planning.

In January of 2000, Randy felt he could serve his clients better with a wider range of investment opportunities by moving his book of business to Sigma Financial Corp, an Independent Broker/Dealer. This year Randy celebrates his thirteen-year anniversary with Sigma Financial Corp.

Understanding the need for concentrated knowledge in these fields, Randy earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations in 1991 from The American College. He continued his education and obtained his Registered Employee Benefits Consultant (REBC) and Registered Health Underwriter (RHU) degrees. One of the few people in the Midwest to achieve all four designations, Randy remains committed to continuing his education in order to better serve his clients.

Most recently, Randy was appointed as a Licensed Insurance Counselor (LIC) in the state of Michigan.

Randy has also received the NAHU (National Health Underwriters Association) Leading Producers Roundtable award for the past ten years. In June 2010, he received the Leading Producers Qualifying Award from the NAHU. He is also a past recipient of the Million Dollar Round Table Award (based on sales), the National Quality Award, and many other industry and company awards.

In 2000, Randy chose to leave The Equitable and become a fully independent investment advisor and employee benefits provider. Today, Randy represents over 100 insurance companies and financial institutions. This allows Hoover and Associates to focus on determining the customer’s needs and objectives, and providing unbiased advice and innovative solutions to make them a reality.

Randy and his wife Jennifer live in Beverly Hills and have four children. When Randy is not working he enjoys boating, skiing, fishing, bike riding and traveling.

 

2
James R. Carnaghi
CRD#: 6431871
New Baltimore, MI 48047
98
Wealthminder
score

James R. Carnaghi (CRD# 6431871) is a Financial Advisor located within the Detroit Metro Area in Michigan.

James is an independent financial planner which allows him to partner with other financial, legal, and tax professionals. This is beneficial to clients because James has access to a vast selection of financial products and services that can be implimented into their portfolio. Clients may also benefit from receiving unbiased advice through an independent professional.

 

3
Lonnie D. McLane
CRD#: 2049875
300 Parkland Plaza, Ann Arbor, MI 48103
98
Wealthminder
score

Lonnie McLane (CRD# 2049875) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 27 years of experience in the finance industry.

4
Robert C. Zimmerman
CRD#: 3267416
300 Parkland Plaza, Ann Arbor, MI 48103
98
Wealthminder
score

Robert Zimmerman (CRD# 3267416) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 15 years of experience in the finance industry.

5
Steven R. Abbey
CRD#: 2855141
14881 Quorun Drive, Ste 430, Dallas, TX 75254
96
Wealthminder
score

Steven Abbey (CRD# 2855141) is an Investment Advisor Representative working at Spc in Dallas, TX and has over 21 years of experience in the finance industry. Steven Abbey 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
Larry D. Ailes
CRD#: 4346778
Decatur, GA
96
Wealthminder
score

Larry Ailes (CRD# 4346778) is an Investment Advisor Representative working at Spc in Decatur, GA and has over 16 years of experience in the finance industry. Larry Ailes 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.

7
Jason R. Andrews
CRD#: 4910788
4310 Saratoga Parkway, Plainfield, IN 46168
96
Wealthminder
score

Jason Andrews (CRD# 4910788) is an Investment Advisor Representative working at Spc in Plainfield, IN and has over 12 years of experience in the finance industry. Jason Andrews 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
Kyle S. Aschliman
CRD#: 4776550
300 Parkland Plaza, Ann Arbor, MI 48103
96
Wealthminder
score

Kyle Aschliman (CRD# 4776550) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 13 years of experience in the finance industry.

9
David H. Aulie
CRD#: 1003225
37811 W. 12 Mile, Suite 101, Farmington Hills, MI 48331
96
Wealthminder
score

David Aulie (CRD# 1003225) is an Investment Advisor Representative working at Spc in Farmington Hills, MI and has over 36 years of experience in the finance industry. David Aulie 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.

10
Maureen S. Ault
CRD#: 1618589
300 Parkland Plaza, Ann Arbor, MI 48103
96
Wealthminder
score

Maureen Ault (CRD# 1618589) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 24 years of experience in the finance industry. Maureen Ault 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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