Mason Graham (CRD# 7608188) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Brunswick, GA and has 1 year of experience in the finance industry.
CRD# 3181918
Lpl Financial LLC
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Brunswick, GA | Jul 2023 - Current | < 1 |
| State Farm Insurance | Brunswick, GA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Brunswick, GA | Jul 2023 - Current | < 1 |
| State Farm Investment Management Corp | Dublin, GA | Mar 2023 - Jul 2023 | < 1 |
| State Farm Insurance | Dublin, GA | Jan 2023 - Jul 2023 | < 1 |
| State Farm Vp Management Corp. | Dublin, GA | Aug 2022 - Jul 2023 | < 1 |
| Dale Nifong Insurance Agency | Dublin, GA | Mar 2021 - Jan 2023 | 1 |
| Graham & Harris Enterprises, LLC | St. Simons Island, GA | Dec 2019 - Apr 2021 | 1 |
| Coastal Kitchen | St. Simons Island, GA | Jan 2015 - Feb 2021 | 6 |
| Merritt For Congress, Inc. | Savannah, GA | Jul 2019 - Nov 2020 | 1 |
| College Of Coastal Georgia | Brunswick, GA | Aug 2015 - Dec 2019 | 4 |
| Schell & Hogan, LLP | St. Simons Island, GA | Jan 2019 - May 2019 | < 1 |
| Schell & Hogan, LLP | Brunswick, GA | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- GA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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