Spectrum Financial Inc.
Spectrum Financial Inc. (CRD# 105618) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $292,322,759 in 243 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management292MILLION
-
Total Number of Accounts243ACCOUNTS
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Average Account Value$1,202,974
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, CT, FL, GA, IL, MD, NY, PA, TX, VA
Financial Advisors at Spectrum Financial Inc.
1
Ralph Doudera (CRD# 70839) is an Investment Advisor Representative working at Spectrum Financial Inc. in Virginia Beach, VA and has over 35 years of experience in the finance industry.
2
Emily Frazier (CRD# 6171182) is an Investment Advisor Representative working at Spectrum Financial Inc. in Virginia Beach, VA and has over 10 years of experience in the finance industry.
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