Gregory Graves (CRD# 6476840) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Bremerton, WA and has over 8 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Portsmouth-smartlife Financial Group, LLC | Atlanta, GA | Jan 2021 - Current | 3 |
Thrivent Investment Management Inc. | Bremerton, WA | Jul 2015 - Current | 8 |
Smartlife Financial Group, LLC | Vero Beach, FL | Nov 2020 - Jan 2021 | < 1 |
Parker Financial LLC | Silverdale, WA | May 2018 - Aug 2020 | 2 |
Thrivent Financial | Appleton, WI | Oct 2015 - May 2018 | 2 |
Thrivent Financial | Appleton, WI | Aug 2015 - Oct 2015 | < 1 |
Port Gamble Police Department | Kingston, WA | Aug 2009 - Jun 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- ID
- WA
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,207ACCOUNTS
-
Average Account Value$178,956
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA
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