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Katherine Leigh Sanders

Foster Victor Wealth Advisors

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About Katherine Leigh Sanders

Katherine Sanders is a financial advisor registered with the state of South Carolina. Katherine has a background in financial planning and has been in the industry since 2017. Katherine has a Series 6, Series 63, and Series 65 licenses. Katherine is associated with Foster Victor Wealth Advisors. The firm has been in business since 2013 and has offices in Greenville, South Carolina. Foster Victor Wealth Advisors manages over $1 Billion in assets. The firm has a wide range of services available for clients including financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Katherine Sanders is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Katherine Sanders’s Registration & Firm History

SC

03/31/2022 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

SC

09/29/2017 - 03/22/2021

MADISON AVENUE SECURITIES, LLC (Greenville SC)

SC

04/28/2017 - 10/06/2017

CAPITAL INVESTMENT GROUP, INC. (GREENVILLE SC)

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Licenses & Designations

IA

Issued 02/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Leigh Sanders.
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