I have been serving the financial planning and investment management needs of affluent individuals and their families since 2001. I began my career with the firm that most now know as UBS Financial Services. After spending 4 years with Merrill Lynch, I wanted a less rigid structure and joined Southwest Securities (now Hilltop Securities). Seeking more flexibility to serve my after 18 years with large firms, I made the decision to open Graham Wealth Management - my opportunity to demonstrate that clients hire the person, not the brand name. I’m an open book and address any questions about becoming an independent financial advisor.
JC is a registered representative offering Securities and Advisory Services through United Planners Financial Services. Member: FINRA SIPC Graham Wealth Management and United Planners are independent companies.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Caribou Dr, Prosper,texas 75078,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Financial Planning, Risk Assessment, Portfolio Construction, Portfolio Management, Investment Selection, Investment Monitoring, Cash Flow Planning, Goal-Based Planning, Open Architecture Platform, Fiduciary, CFP, AIF, Certificate in Finance | SMU, Technology, Technical Trading, Technical Anaysis, Exchange-Traded Funds (ETF), 401(k), Pension.
- HQ
- Prosper, Texas
Graham Wealth Management Questions
Graham Wealth Management's website is http://www.grahamwealthmanagement.com
Graham Wealth Management's LinkedIn profile is https://www.linkedin.com/company/grahamwm
Graham Wealth Management has
2 employees.
View email and phone details for 2
employees at Graham Wealth Management.
Graham Wealth Management's industry is
Investment Management
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Graham Wealth Management's categories are Investment Management
Graham Wealth Management's founding year is 2019
