Best Investors
Account
Sign in
Catharine Fairley Planning Group LLC CRD 169243
20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3 College Ave #1, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Draper & Mcginley, Pa | Frederick | MD | 10/2000 | Present |
OWNER OF CATHARINE FAIRLEY, CPA LLC WHICH IS A CPA FIRM. NON INVESTMENT RELATED. ADDRESS IS SAME. I HAVE PRACTICED AS A CPA HERE SINCE 9/2013. 90% OF MY TIME HERE AND 10% OF MY TIME WITH CATHARINE FAIRLEY PLANNING GROUP, LLC WHICH IS AN HOURLY FEE ONLY FINANCIAL PLANNING PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-02 |
Reach out to this advisor