Patrick
Shope

Spc

CRD#2817465
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Patrick Shope is a financial advisor who works in Ann Arbor, Michigan, with a total of 10 years of experience as a financial advisor. Shope is currently employed by Spc. The advisor has gained experience at Sigma Financial Corporation, Daybreak Salon & Spa and Spc. Shope holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Delaware, Florida, Michigan, Ohio and Utah. Spc is an advisory company based out of Ann Arbor, Michigan. The company has offices in 453 locations and a total of 628 financial advisors. It controls $7 billion in total assets between its 36,841 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 36,841 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. Spc performs a number of services, such as 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 are based on which services the firm provides the client. Fees charged by Spc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Yes

Office Location

180 Little Lake Drive Suite 2B
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

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

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

MI 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

Patrick Shope Work History

Patrick has 10 years of experience.

2013 - Present (9 years)

Spc

2013 - 2013 (< 1 year)

Daybreak Salon & Spa

2012 - 2012 (< 1 year)

Sigma Financial Corporation

Disclosures

Patrick Shope has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Steven Kao
Austin, TX
Rodney Clark
Ann Arbor, MI
Zachary Clark
Tecumseh, MI
Brett Blair
Wylie, TX
Jordan Ginori
Hialeah, FL
Charles Milliken
Ann Arbor, MI
Scott Carlson
Noblesville, IN
Deron Shymkewich
Lisle, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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