Stephanie Hafter-Lipford, financial advisor Columbia SC
89 score

Stephanie Hafter-Lipford

CRD Number: 6253663
Current Firm: Wells Fargo Advisors, LLC

Stephanie Hafter-Lipford (CRD# 6253663) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Columbia, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Columbia, SC Sep 2013 - Current 3
Wells Fargo Bank Na Columbia, SC Nov 2011 - Current 5
Hertz Local Edition Columbia, SC Nov 2009 - Aug 2011 1
Hemingways Pub Irmo, SC Jun 2002 - Aug 2009 7
Sc Chamber Of Commerce Columbia, SC May 2008 - Jan 2009 < 1
Junior Achievement Columbia, SC Oct 2007 - May 2008 < 1
Richard Quinn And Associates Columbia, SC Mar 2007 - Aug 2007 < 1
Mcdonald, Mckenzie, Rubin, Miller, And Lybrand Columbia, SC Aug 2006 - Mar 2007 < 1
Baileys Sports Grill Columbia, SC May 2006 - Aug 2006 < 1
Dillards Columbia, SC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Stephanie L. Hafter-Lipford
Phone Number: 314-875-3000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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