Katie CentofontiCRD Number: 4986815
Current Firm: Sagespring Wealth Partners
Katie Centofonti (CRD# 4986815) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Katie Centofonti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Sagespring Wealth Partners||Franklin, TN||Nov 2022 - Current||< 1|
|Centofonti Wealth Team||Franklin, TN||Sep 2021 - Current||2|
|Raymond James Financial Services,inc.||Franklin, TN||Sep 2006 - Current||17|
|Southwestern Investment Advisory Services||Franklin, TN||Mar 2017 - Nov 2022||5|
|Southwestern Investment Group||Franklin, TN||Sep 2013 - Nov 2022||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management4,277MILLIONS
Total Number of Accounts27,053ACCOUNTS
Average Account Value$158,114
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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