Terry Graham (CRD# 6439321) is an Investment Advisor Representative working at Gwn Securities Inc. in Mableton, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Caci Inc. | Forest Park, GA | Mar 2019 - Current | 5 |
Gwn Securities, Inc. | Palm Beach Gardens, FL | Jan 2018 - Current | 6 |
Legacy Builders Wealth Management | Mableton, GA | Jan 2017 - Current | 7 |
Bowhead Support | Alexandria, VA | Mar 2016 - Current | 8 |
Team Soteria Ministries | Smrna, GA | Jan 1996 - Current | 28 |
Focus Vision Communications Inc. | Mableton, GA | Jan 1996 - Current | 28 |
Keyw Corp | Forest Park, GA | Mar 2018 - Mar 2019 | 1 |
Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Dec 2017 | < 1 |
Capital Choice Financial Services | Greensboro, GA | Jan 2017 - Dec 2017 | < 1 |
Pfs Investments Inc. | Atlanta, GA | Apr 2015 - Dec 2016 | 1 |
Primerica Financial Services | Atlanta, GA | Sep 2014 - Dec 2016 | 2 |
Aaski | Aberdeen, MD | Oct 2014 - Feb 2016 | 1 |
Esp | Eatontown, NJ | Nov 2013 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2015 |
S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- GA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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