Catherine Victoria Fisher
Investment Adviser Representative at CORE Advisory Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Catherine Victoria Fisher is an investment adviser representative with CORE Advisory Group in Charlotte, NC, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CORE Advisory GroupApr 2024 – no end date reportedRock Hill, SC
- LPL FinancialFeb 2022 – no end date reportedFort Mill, SC
- Atrium HealthFeb 2022 – Aug 2022Charlotte, NC
- Private NannyMar 2020 – Feb 2022Charlotte, NC
- UnemployedDec 2019 – Mar 2020Charlotte, NC
- Appalachian State University & STEPS AcademyJan 2016 – Dec 2019Boone, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORE Advisory Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, investment management, insurance planning, college and retirement strategies, small business planning, life/disability/long-term care insurance, employee benefits review, and income and debt planning, incorporating the 6-step planning process endorsed by the Certified Financial Planner Board of Standards.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Rock Hill, SC
- SEC file number:
- 801-122934
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 2, 2026
View full firm profileOther advisors at CORE Advisory Group
9 other advisors in the directory
Similar advisors in Charlotte, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Catherine Victoria Fisher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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