Stephanie Hafter-LipfordCRD 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.
Lpl Financial LLC
Davinci Financial Designs
Allison Investment Management, LLC
|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|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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