Katherine Sanders (CRD# 6727868) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 6 years of experience in the finance industry. Katherine Sanders 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.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Foster Victor Wealth Advisors, LLC | Greenville, SC | May 2023 - Current | 1 |
Foster Victor Wealth Advisors, LLC | Greenville, SC | Jan 2022 - May 2023 | 1 |
Foster Victor Wealth Advisors, LLC | Greenville, SC | Mar 2021 - Jan 2022 | < 1 |
Madison Avenue Securities, LLC | San Diego, CA | Sep 2017 - Mar 2021 | 3 |
Phillip Allen, Inc. | Greenville, SC | Oct 2016 - Mar 2019 | 2 |
Capital Investment Group, Inc. | Raleigh, NC | Jun 2017 - Sep 2017 | < 1 |
Flourish | Greenville, SC | Jul 2015 - Oct 2016 | 1 |
Alpha Delta Pi | Atlanta, GA | Jul 2014 - Jul 2015 | 1 |
Flourish | Greenville, SC | Jan 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- SC
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Total Assets Under Management1,690MILLIONS
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Total Number of Accounts5,395ACCOUNTS
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Average Account Value$313,323
- A percentage of assets under your management
- 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
AL, AZ, DC, FL, GA, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA
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