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Catherine Victoria Fisher

Core Advisory Group

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About Catherine Victoria Fisher

Catherine Victoria Fisher is an Investment Advisor Representative at Core Advisory Group. Catherine has been in the financial services industry for over 10 years. Catherine is a graduate of Appalachian State University and is a Registered Investment Advisor (RIA) in North Carolina. Catherine specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Catherine is committed to helping her clients achieve their financial goals.

Firm Information

Catherine Fisher is currently registered with Core Advisory Group. Core Advisory Group is a registered investment advisor headquartered in Rock Hill, SC. With approximately $238 million in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning and portfolio management services and participate in wrap fee programs.
Core Advisory Group

744 ARDEN LANE

ROCK HILL, SC 29732

$238.22M

Assets Under Management

23

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Fisher’s Registration & Firm History

SC

11/22/2024 - Present

Core Advisory Group (ROCK HILL SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Victoria Fisher.
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