Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 22 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sapere Wealth Management | Matthews , NC | Jan 2005 - Current | 19 |
| Sapere Wealth Creation, LLC | Matthews , NC | Dec 2004 - Current | 19 |
| Carlton Dixon | Charlotteville, VA | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- VA
-
Total Assets Under Management345MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$1,474,728
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, IA, IL, MD, MN, NC, SC, TX, VA
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