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Catherine Victoria Fisher

Core Advisory Group

Rock Hill, SC

Charlotte, NC

CRD 7618154

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Employer firm

Core Advisory Group CRD 306661

$338M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Core Advisory Group

744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-22
  • NC RA
    APPROVED
    Since 2024-11-22

Branch Locations

744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States

6100 Fairview Road Suite 1142, Charlotte, NC 28210 • 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
Core Advisory Group Rock Hill SC 04/2024 Present
Lpl Financial Fort Mill SC 02/2022 Present
Atrium Health Charlotte NC 02/2022 08/2022
Private Nanny Charlotte NC 03/2020 02/2022
Unemployed Charlotte NC 12/2019 03/2020
Appalachian State University & Steps Academy Boone NC 01/2016 12/2019
  • 04/2024 → Present
    Core Advisory Group
    Rock Hill, SC
  • 02/2022 → Present
    Lpl Financial
    Fort Mill, SC
  • 02/2022 → 08/2022
    Atrium Health
    Charlotte, NC
  • 03/2020 → 02/2022
    Private Nanny
    Charlotte, NC
  • 12/2019 → 03/2020
    Unemployed
    Charlotte, NC
  • 01/2016 → 12/2019
    Appalachian State University & Steps Academy
    Boone, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22

View on SEC IAPD

Nearby Firms

BNA WEALTH
EDWARD JONES
INTENTIONAL

Nearby Investors

BERNARD NEAL ACKERMAN
Adam Eric Ackerman
Gavin Mark Gochnour

Nearby Offices

BNA WEALTH · ROCK HILL, SC
EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC

More in Rock Hill, SC

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