Gerald Graham, financial advisor Aurora CO

Gerald Graham

CRD Number: 6570867
Current Firm: Cetera Advisors LLC

Gerald Graham (CRD# 6570867) is an Investment Advisor Representative working at Cetera Advisors LLC in Aurora, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Sep 2017 - Current 4
Gray Home Books Centennial, CO Jan 2015 - Current 6
Cetera Advisors LLC Centennial, CO Oct 2015 - Sep 2017 1
Alpine Cowboys Baseball Club Alpine, CO May 2017 - Aug 2017 < 1
Alpine Cowboys Baseball Club Alpine, TX May 2016 - Aug 2016 < 1
Jeffco Public Schools Lakewood, CO Jan 2016 - May 2016 < 1
Alpine Cowboys Baseball Club Alpine, TX May 2015 - Aug 2015 < 1
Jeffco Public Schools Lakewood, CO Jan 2015 - May 2015 < 1
N/a Aurora, CO May 2013 - Jan 2015 1
Kansas Wesleyan University Salina, KS Sep 2011 - May 2013 1
Little Ceasar's Pizza Salina, KS Oct 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Gerald A. Graham
Phone Number: 800-929-3485
Firm Website: http://cetera.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    18,443
    MILLIONS
  • Total Number of Accounts
    68,001
    ACCOUNTS
  • Average Account Value
    $271,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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