Katrina D. Whitlinger
THE FIDUCIARY ALLIANCE
GREENVILLE, SC 29607
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CRD#: 7011574
Professional summary
Katrina Domela Whitlinger, who also goes by Katrina Domela, Katrina Whitlinger, is a registered financial advisor currently at THE FIDUCIARY ALLIANCE located in Greenville, South Carolina.
Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Katrina has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katrina Domela | Katrina Whitlinger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Independent Insurance Agent; Investment Related; Greer, SC 29650; Approx. 16 hours per month with 0 hours during securities trading hours; Description: Presents clients with insurance or fixed annuities, etc when it makes sense in order to solve their investment/financial goals.
CRS (Client Relationship Summary) - RIA
Click below to view Katrina Domela Whitlinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
THE FIDUCIARY ALLIANCE
Office #1: 128 Millport Circle Suite 200, Greenville, SC 29607RIA
CRD#: 284924
GREENVILLE, SC
Past
December 6, 2024 - April 1, 2025
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
RIA
CRD#: 324586
Greer, SC
Past
January 8, 2019 - December 19, 2024
EDWARD JONES
RIA
CRD#: 250
GREER, SC
Past
December 13, 2018 - December 19, 2024
EDWARD JONES
BD
CRD#: 250
GREER, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES
CRD#: 284924 / SEC#: 801-108283
RIA
Registered Investment Advisory firm - (8/17/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES
CRD#: 284924 / SEC#: 801-108283
RIA
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Contact information
Main Address
135 S Main St Suite 600, Greenville, SC 29601
Mailing Address
Phone number
(864) 385-7999
Established
Firm type
Fiscal year end
# of Employees
63
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,842 |
| AUM (Assets Under Management) | $ 1,921,956,974 |
Red Flags
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Company Information
THE FIDUCIARY ALLIANCE
CRD#: 284924Greenville, SC 29607TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
