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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
Years of Experience
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Spc Brokerage Details
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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
Katherine Lobe Work History
Katherine has 12 years of experience.
Sigma Financial Corporation
Katherine Lobe has no disclosures.
Please visit their SEC profile for more details.
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