Stephanie
Hafter-Lipford
Truist Advisory Services, Inc
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About this Advisor
Stephanie Hafter-Lipford is a financial advisor based in Chapin, South Carolina, working with Truist Advisory Services, Inc. Stephanie has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Truist Investment Services Inc, and Truist Advisory Services Inc. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Stephanie is part of Truist Advisory Services, Inc, which operates out of Chapin, South Carolina. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 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 institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Stephanie Hafter-Lipford Work History
Truist Invesment Services Inc
Truist Advisory Services Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Stephanie Hafter-Lipford 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 Truist Advisory Services, Inc
Charlotte, NC
Nashville, TN
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
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