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Richard James Lubecki

SPC

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About Richard James Lubecki

Richard Lubecki is a financial advisor with SPC. Richard has been in the financial services industry since 1991. Richard is registered with FINRA and has licenses in Georgia, North Carolina, and Pennsylvania. Richard is also registered as an Investment Advisor Representative (IAR) in Georgia, North Carolina, and Pennsylvania. Richard is an experienced financial advisor with a strong track record of success. Richard has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Richard Lubecki is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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.

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consultation services

Consultation services

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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other

Seminar attendance fees

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Richard Lubecki’s Registration & Firm History

PA

10/29/2018 - Present

SPC (Greensburg PA)

PA

06/21/2018 - 11/06/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Greensburg PA)

PA

11/06/2006 - 09/24/2018

INVESTMENT PROFESSIONALS, INC. (GREENSBURG PA)

PA

08/08/2002 - 11/07/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANA PA)

PA

05/04/1995 - 08/01/2002

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

MN

09/02/1994 - 05/05/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

NJ

07/18/1991 - 09/20/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/18/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 06/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard James Lubecki.
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