Andrew Graham (CRD# 2076913) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 30 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Austin, TX | Jul 2022 - Current | 1 |
| Mml Investors Services | Austin, TX | Apr 2018 - Jun 2022 | 4 |
| Mass Mutual Life Insurance Company | Austin, TX | Mar 2018 - Jun 2022 | 4 |
| Unemployed | Austin, TX | Sep 2017 - Mar 2018 | < 1 |
| Edward Jones | St Louis, MO | Sep 2015 - Aug 2017 | 1 |
| Unemployed | Austin, TX | Dec 2014 - Sep 2015 | < 1 |
| Travis County Elections | Austin, TX | Sep 2014 - Nov 2014 | < 1 |
| Road To Recovery - American Cancer Society | Austin, TX | Jul 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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