Katherine Mach is a registered investment advisor, based in Fort Mill, SC, with 12 years of industry experience.
Location
Fort Mill, SC
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Regulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Katherine holds a life insurance producer license in South Carolina since 2019, but reports no duties or appointments related to it. She dedicates minimal time to this activity.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Pensionmark Securities, LLCBroker
February 2022 - October 2025 · 3 yrs 8 mos
Laffer Tengler Investments, INC.
November 2019 - March 2022 · 2 yrs 4 mos
Sable Capital LLCBroker
August 2019 - January 2022 · 2 yrs 5 mos
Butcherjoseph Asset Management, LLC
August 2019 - April 2020 · 8 mos
LPL Financial LLC
January 2017 - July 2019 · 2 yrs 6 mos
LPL Financial LLCBroker
November 2016 - July 2019 · 2 yrs 8 mos
Voya Financial Advisors, INC.Broker
March 2016 - November 2016 · 8 mos
PNC InvestmentsBroker
August 2014 - October 2015 · 1 yr 2 mos
PNC Investments
August 2014 - October 2015 · 1 yr 2 mos
Lincoln Investment Planning, INC
July 2014 - July 2014 · 0 mos
Lincoln InvestmentBroker
April 2013 - July 2014 · 1 yr 3 mos
LPL Financial LLCBroker
November 2012 - April 2013 · 5 mos
State Registrations1 state
SC
AdvisorBrokerBoth
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
No exam information available for this advisor.