Katherine Phifer
Katherine Phifer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hilton Head Island, SC, with 19 years of industry experience. Katherine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
400 Merchant St, Hilton Head Island, SC, 29926
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katherine has ownership in several real estate properties and partnerships, including 5C's LLC, 5CS Equal Partnership LLC, rental property on St. Helena Island, and No Name Creek. She is also a finance committee member for Beaufort County Open Land Trust, dedicating minimal time to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Stephen ClausburgWells Fargo Advisors
- Mulford Simons, CFPWells Fargo Advisors
- John WigingtonWells Fargo Advisors
- Jeffrey JonesWells Fargo Advisors
- Joseph Flowers, CFPWells Fargo Advisors
- Sean MccloskeyWells Fargo Advisors