Adam Graves, financial advisor Aurora CO
88 score

Adam Graves

CRD Number: 4490894
Current Firm: Allegis Investment Advisors, LLC

Adam Graves (CRD# 4490894) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Aurora, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Advisors Idaho Falls, ID Oct 2014 - Current 2
Rocky Mountain Financial Designs Centennial, CO Jan 2012 - Current 4
Office Depot North Richland Hills, ID Jun 2011 - Jan 2012 < 1
Hillsboro Isd Hillsboro, ID Aug 2010 - May 2011 < 1
Various School Districts Dallas/forth Worth, ID Aug 2009 - Aug 2010 1
Delta County Schools Hotchkiss, CO Aug 2008 - Aug 2009 1
Aurora Public Schools Aurora, ID Aug 2006 - Aug 2008 2
Jeffco Schools Littleton, CO Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Adam S. Graves
Phone Number: 208-529-3462
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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