Katherine FincherCRD Number: 5985385
Current Firm: Mason Investment Advisory Services Inc.
Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 10 years of experience in the finance industry. Katherine Fincher 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Mason Investment Advisory Services, Inc.||Reston, VA||Mar 2019 - Current||4|
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Feb 2019||< 1|
|Fidelity Brokerage Services LLC||Washington, DC||Feb 2017 - Feb 2019||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Feb 2017||4|
|Jazzercise Franchisee||Albuquerque, NM||Mar 2011 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management10,094MILLIONS
Total Number of Accounts827ACCOUNTS
Average Account Value$12,206,138
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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