Katherine
Mach
Pensionmark Financial Group, LLC
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About this Advisor
Katherine Mach is a financial advisor based in Fort Mill, South Carolina, working with Pensionmark Financial Group, LLC. Katherine has previously held positions at Beacon Financial Partners, Lincoln Investment, PNC Investments, Alliance Financial Partners, Inc, Voya Financial Advisors, LPL Financial, LLC, ButcherJoseph Asset Management, LLC, Sable Capital LLC, Laffer Investments Inc, Pensionmark Securities, LLC, and Pensionmark Financial Group. Katherine has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Katherine is part of Pensionmark Financial Group, LLC, which operates out of Fort Mill, South Carolina. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Katherine Mach Work History
Pensionmark Securities, LLC
Pensionmark Financial Group
Butcherjoseph Asset Management, LLC
Sable Capital LLC
Laffer Investments Inc
Alliance Financial Partners, Inc
Voya Financial Advisors
Lpl Financial, LLC
Pnc Investments
Beacon Financial 0Partners
Lincoln Investment
Disclosures
Please visit the SEC profile of Katherine Mach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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