Katherine Christoferson

from Mccollum Christoferson Group, LLC
SEC regulated
Regulated Investment Advisor
Katherine Christoferson is a financial advisor based in New York, Amherst, with 3 years of experience. Katherine currently works for Mccollum Christoferson Group, LLC. Katherine maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Katherine Christoferson works at Mccollum Christoferson Group, LLC
Mccollum Christoferson Group, LLC is a financial advisor based in Amherst, New York. It currently has around $378,113,283 of assets under management and employs approximately 5 people. The main advice areas covered by Mccollum Christoferson Group, LLC are: financial planning services and portfolio management for individuals and/or small businesses. Mccollum Christoferson Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
500 Corporate Parkway, Suite 210, Amherst, New York, 14226

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