Stephanie Hafter-Lipford, financial advisor Chapin SC

Stephanie Hafter-Lipford

CRD Number: 6253663
Current Firm: Truist Advisory Services, Inc.

Stephanie Hafter-Lipford (CRD# 6253663) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapin, SC and has over 10 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Truist Invesment Services Inc. Irmo, SC May 2022 - Current 1
Truist Advisory Services Inc. Irmo, SC May 2022 - Current 1
Wells Fargo Clearing Services, LLC Columbia, SC Nov 2016 - May 2022 5
Wells Fargo Bank Na Columbia, SC Nov 2011 - May 2022 10
Wells Fargo Advisors, LLC Columbia, SC Sep 2013 - Nov 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Stephanie Hafter-Lipford
Phone Number: 404-813-7713
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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