Graham Wickham (CRD# 2508545) is an Investment Advisor Representative working at Wickham Financial & Insurance Services in Marietta, GA and has over 29 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 |
|---|---|---|---|
| Wickham Financial & Insurance Services | Marietta, GA | Feb 2020 - Current | 4 |
| The Wickham Agency Inc. | Marietta, GA | Sep 2006 - Current | 17 |
| Wickham Financial Group Inc. | Marietta, GA | Jan 2000 - Current | 24 |
| Carter Terry & Company Inc. | Atlanta, GA | Mar 2010 - Feb 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- GA
- TX
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts693ACCOUNTS
-
Average Account Value$208,377
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, NC, TX
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