Katherine
Phillips
Practicecfo Investments
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About this Advisor
Katherine Phillips is a financial advisor who works in San Diego, California with a total of 1 year of relevant experience. Phillips works at Practicecfo Investments. Throughout their career, they have worked at Stf Wealth, The Olivier Group, Louisiana State University - Residential Life, Tsunami Sushi, Louisiana State University - Financial Aid Office, Louisiana State University, Anacoco School, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, Russell Reeves Capital and Practice Cfo. Phillips has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Alaska, California, Pennsylvania, Texas and Washington. Practicecfo Investments is a registered investment business that has its headquarters in San Diego, CA. It oversees $196 million in assets under management between its 832 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 832 customer accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Practicecfo Investments performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Practicecfo Investments may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Practicecfo Investments Brokerage Details
$195,608,129
8
832
$235,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Katherine Phillips Work History
Katherine has been registered as a financial advisor for 1 years.*
Practice Cfo
American Tax And Financial Planners
Russell Reeves Capital
Investment Advisor Group
Bfc Planning, Inc
Investment Advisor Alliance
Stf Wealth
Berthel Fisher & Company Financial Services, Inc
The Olivier Group
Louisiana State University - Residential Life
Tsunami Sushi
Louisiana State University - Financial Aid Office
Louisiana State University
Anacoco School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Practicecfo Investments
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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