AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GB

Graham Brown Pierce

California·CRD #2372762
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GC

Graham Charles Glosser

Texas·CRD #7421836
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
GC

Graham Christopher Shelton

Tennessee·CRD #7289872
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GD

Graham Dylan Okelly

California·CRD #4437544
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
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GE

Graham Edward Bokinsky

South Carolina·CRD #4470095
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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GE

Graham Edward Macneill

Florida·CRD #2615044
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GE

Graham Elliot Gore

Oklahoma·CRD #7554013
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
GP

Grahame P Richards III

California·CRD #2674132
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GF

Graham Falbo

Florida·CRD #6327397
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
GG

Graham Goeddel

N/A·CRD #4526606
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
23 yrs
Exams
4
Since
2003
Est. fee
AUM
Minimum
$50k
View profile
GH

Graham Henry Vanhorn

South Dakota·CRD #5084580
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
20 yrs
States
1
Exams
3
Since
2006
Fee
AUM / Hourly / Flat Fee / Other
View profile
GJ

Graham J Bruce

California·CRD #5037860
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Graham Kirby Wright

California·CRD #5658786
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

Graham Mark Murray

Connecticut·CRD #4138351
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
GM

Graham Marshall Kent

Wisconsin·CRD #7427852
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

Graham Matthew Strickland

Louisiana·CRD #5590719
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

Graham McDaniel Funderburk

Arkansas·CRD #7767994
Dual-registered

Dual-registered at MACH-1 FINANCIAL GROUP, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
GM

Graham McIntosh Foltz

California·CRD #7909643
Dual-registered

Dual-registered at LIDO

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GM

Graham Miles Gausnell

Illinois·CRD #6973366
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
GN

Graham Nathaniel Taft

Maryland·CRD #6801453
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Graham Patrick Williams

Arizona·CRD #2601211
Dual-registered

Dual-registered at OPTIMIST RETIREMENT GROUP, LLC

Experience
31 yrs
States
3
Exams
7
Since
1995
Fee
AUM / Commission
View profile
GP

Graham Pettis

Florida·CRD #7326738
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
GP

Graham Pierce Ewing

Maryland·CRD #5990266
IA Rep

Investment Adviser Rep at FINANCIAL CONSULATE

Experience
11 yrs
States
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Graham R Dendler

New Jersey·CRD #7595423
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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