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William Gregory Chatfield

SPC Financial Inc.

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About William Gregory Chatfield

William Gregory Chatfield is a financial professional with over 30 years of experience in the industry. He is a Certified Financial Planner™ and is registered with SPC Financial Inc. William has experience providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William is also a trustee of Buckeystown United Methodist Church and serves on the finance committee.

Firm Information

William Chatfield 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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William Chatfield’s Registration & Firm History

MD

03/08/1991 - Present

SPC Financial Inc. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 05/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/1990

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Gregory Chatfield.
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