Katherine SandersCRD Number: 6727868
Current Firm: Foster Victor Wealth Advisors
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.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||Mar 2021 - Current||2|
|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|
|University Of Alabama||Tuscaloosa, AL||Aug 2010 - Dec 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2017|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management1,243MILLIONS
Total Number of Accounts4,652ACCOUNTS
Average Account Value$267,239
- 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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