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Amy Marie Fisher

Websterrogers Financial Advisors, LLC

Florence, SC

CRD 5301223

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Employer firm

Websterrogers Financial Advisors, LLC CRD 121006

$461M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Websterrogers Financial Advisors, Llc

1411 Second Loop Road, Florence, SC 29505-2801 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2007-07-24
  • SC RA
    APPROVED
    Since 2007-07-24

Branch Locations

1411 Second Loop Road, Florence, SC 29505-2801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Webster Rogers Llp Florence SC 09/2004 Present
Webster Rogers Financial Advisors, Llc Florence SC 01/2007 Present
  • 09/2004 → Present
    Webster Rogers Llp
    Florence, SC
  • 01/2007 → Present
    Webster Rogers Financial Advisors, Llc
    Florence, SC
Designations
  • Certified Financial Planner
Other Names
  • Amy F. Urquhart
  • Amy Fisher Urquhart

View on SEC IAPD

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FIRST CITIZENS INVESTOR SERVICES, INC.
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Nearby Investors

Nicole Simmons Hupfer
RONALD LECOSTE CHAPMAN
Conrad Eric Seastrunk

Nearby Offices

EDWARD JONES · FLORENCE, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Florence, SC
SEASTRUNK FINANCIAL MANAGEMENT, LLC · FLORENCE, SC

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