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Kate Worthington Sigler

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia
Clean recordPETTYJOHN, WOOD & WHITE, INC.
1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 7863721Firm CRD# 106403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kate Worthington Sigler · LYNCHBURG, VA
Registration
CRD #7863721 · PETTYJOHN, WOOD & WHITE, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kate Worthington Sigler is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with PETTYJOHN, WOOD & WHITE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN, WOOD & WHITE, INC.
AUM
$734M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PETTYJOHN, WOOD & WHITE, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Other: HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES
Regulatory
SEC/IARD CRD# 7863721
Firm CRD# 106403
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kate Worthington Sigler offer?
Kate Worthington Sigler specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Kate Worthington Sigler's credentials?
Kate Worthington Sigler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kate Worthington Sigler located?
Kate Worthington Sigler is based in LYNCHBURG, Virginia, working with PETTYJOHN, WOOD & WHITE, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Kate Worthington Sigler charge for services?
Kate Worthington Sigler's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETTYJOHN, WOOD & WHITE, INC.?
PETTYJOHN, WOOD & WHITE, INC. has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETTYJOHN, WOOD & WHITE, INC.

Thomas Daniel Gerhardt
LYNCHBURG, VA
Jeffrey Todd Scruggs
LYNCHBURG, VA
Annette Bradley
LYNCHBURG, VA
Carl Stern
LYNCHBURG, VA
Darryl D Whitesell
LYNCHBURG, VA
James Wyatt Poats
LYNCHBURG, VA

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