KS
CFP
KS
CFP

Katherine Leigh Sanders

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

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.

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Other Business Activities

Katherine is a notary public, notarizing documents since 2017. This activity requires minimal time.

Employment History
Current Registrations
Foster Victor
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
September 2017 - March 2021 · 3 yrs 6 mos
Capital Investment Group, INC.Broker
April 2017 - October 2017 · 6 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Katherine Leigh Sanders - Financial Advisor | TrueAdvisor