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Andrew Alper Theobald

SPC Financial Inc.

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About Andrew Alper Theobald

Andrew Alper Theobald is a financial advisor with SPC Financial Inc., based in Rockville, MD. Andrew has been in the financial services industry since 2020. Andrew holds Series 7, 66 and SIE licenses. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and publication of periodicals.

Firm Information

Andrew Theobald is currently registered with SPC Financial Inc.. SPC Financial Inc. is an investment advisor based in Rockville, Maryland. The firm manages over $1.16 billion in assets for approximately 3,300 accounts and provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. They are registered with the SEC.
SPC Financial Inc.

3202 TOWER OAKS BLVD

ROCKVILLE, MD 20852-4219

$1.16B

Assets Under Management

23

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Theobald’s Registration & Firm History

MD

08/18/2022 - Present

SPC Financial Inc. (ROCKVILLE MD)

NY

02/03/2022 - 04/07/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

11/16/2020 - 01/14/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (New York NY)

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Licenses & Designations

BOTH

Issued 02/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Alper Theobald.
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