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About this Advisor
Phillip Mekas is a financial advisor who works out of Ann Arbor, Michigan with a total of 4 years of industry experience. Mekas is currently employed by Spc. Mekas has gained experience at First American Securities, Arbor Wealth Management, Sigma Financial Corporation and Spc. Mekas holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in Florida, Indiana and Michigan. Spc is a company based out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 employees. It administers $6 billion in assets among its 34,594 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 34,594 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number 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. Fees charged by financial advisors usually depend on the financial services offered. Fees billed by Spc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Spc Brokerage Details
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
Phillip Mekas Work History
Phillip has been registered as a financial advisor for 4 years.*
Sigma Financial Corporation
Arbor Wealth Management
First American Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Phillip Mekas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Ann Arbor, MI
Fort Wayne, IN
Colorado Springs, CO
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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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.