David Graham, financial advisor Charlottesville VA

David Graham

CRD Number: 1893291
Current Firm: Grand Strategy Capital, LLC

David Graham (CRD# 1893291) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Grand Strategy Capital Llc (154400) Charlottesville, VA Jul 2010 - Current 13
Bank Of America, Na Charlottesville, VA Dec 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for David H. Graham
Phone Number: 434-202-0238
Firm Website: http://www.gscapllc.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    124
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $749,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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