Katherine
Lobe

Spc

CRD#5605200
Investment Advisor
in Duluth, GA

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About this Advisor

Katherine Lobe is a financial advisor operating out of Duluth, Georgia, who has been in the industry for 11 years. Lobe is an advisor for Spc. Throughout their career, they have worked at Sigma Financial Corporation and Spc. Lobe has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia. Spc is a registered investment firm operating out of Duluth, Georgia. It has offices in 463 locations and a total of 729 financial advisors. It administers $4 billion in assets among its 23,132 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 23,132 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. Spc offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on which services are offered. However, fee types charged by Spc likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

3575 Koger Blvd Suite 118
Duluth, GA 30096

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Spc Brokerage Details

Total Assets Under Management

$3,598,547,384

GA Average: $943,424,332
Total Number of Employees

729

GA Average: 21
Total Number of Accounts

23,132

GA Average: 1,586
Average Account Size

$155,566

GA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Katherine Lobe Work History

Katherine has 12 years of experience.

2014 - Present (6 years)

Spc

2008 - Present (12 years)

Sigma Financial Corporation

Disclosures

Katherine Lobe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Janet Rzewnicki
Wilmington, DE
Craig Freund
Lisle, IL
Jeremy Fortin
Englewood, CO
Andrew Grimston
Allen Park, MI
Robert Wilber
Elyria, OH
Steven Belloli
East Lansing, MI
Blayne Andersen
Idaho Falls, ID
Amber Carter
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

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