Catherine Lorie Lafee
Investment adviser representative at Laffer Tengler Investments, Inc.
6 yearsExperience
2 statesRegistered in
$800.1MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Laffer Tengler Investments, Inc.Nov 2019 to now
- Butcherjoseph Asset Management, LLCAug 2019 to Nov 2019
- Sable Capital LLCAug 2019 to Nov 2019
- Arizona Bank & TrustApr 2017 to Aug 2019
- LPL Financial LLCApr 2017 to Aug 2019
- Various Insurance Carriers for W&r Insurance AgenciesOct 2013 to Apr 2017
- Waddell & Reed, IncSep 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Laffer Tengler Investments, Inc.
$800.1MAssets managed
276Clients
11Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2576685
- Firm CRD
- 108068