Katherine Fincher, financial advisor Washington DC
93 score

Katherine Fincher

CRD Number: 5985385
Current Firm: Strategic Advisers, Inc.

Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Washington, DC and has over 5 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Washington DC
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Marguerita Cheng, CFP®, financial advisor Washington DC
Marguerita M. Cheng, CFP®
CRD# 3149803
Blue Ocean Global Wealth
Score
107
Similar Advisors
John Hensley, financial advisor Washington DC
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Fidelity Brokerage Services LLC Washington, DC Feb 2017 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Feb 2017 4
Jazzercise Franchisee Albuquerque, NM Mar 2011 - Jun 2014 3
Financial Network Investment Corporation El Segundo, CA Aug 2012 - Dec 2012 < 1
Financial Network Investment Corporation Albuquerque, NM Sep 2011 - Aug 2012 < 1
California Lutheran University Thousand Oaks, CA Jan 2008 - Nov 2011 3
California Lutheran University Thousand Oaks, CA Jan 2008 - Mar 2011 3
Mes Inc. Rockville, MD Jul 2008 - Jan 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Katherine A. Fincher
Phone Number: 617-563-7000
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Katherine Fincher and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.