Kathryn H. Fisher
Professional summary
Kathryn Haggitt Fisher, CFP®, who also goes by Kathryn Haggitt Garrison, Kathryn Anne Haggitt, is a registered financial advisor currently at FULCRUM CAPITAL, LLC located in Seattle, Washington.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kathryn has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Haggitt Fisher's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 19, 2020 - Present
FULCRUM CAPITAL, LLC
Office #1: 800 Fifth Avenue Suite 3800, Seattle, WA 98104November 4, 2010 - September 20, 2018
MOSS ADAMS SECURITIES & INSURANCE LLC
October 17, 2007 - February 25, 2020
MOSS ADAMS WEALTH ADVISORS LLC
Primary Firm SEC Registration
FULCRUM CAPITAL, LLC
CRD#: 145322 / SEC#: 801-68459
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/19/2020)
Exams
Current Firm
FULCRUM CAPITAL, LLC
CRD#: 145322 / SEC#: 801-68459
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 975,924,657 |
Red Flags
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