David Graff (CRD# 6241398) is an Investment Advisor Representative working at Precise Investment Management, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precise Investment Management, LLC | El Paso, TX | Sep 2019 - Current | 4 |
| Insight Securities Inc. | Highland Park, IL | Feb 2018 - Current | 6 |
| Self-employed | Chicago, IL | May 2016 - Jan 2018 | 1 |
| Xr Securities LLC | Chicago, IL | Jan 2016 - Apr 2016 | < 1 |
| Xr Trading LLC | Chicago, IL | Jan 2016 - Apr 2016 | < 1 |
| Xr Securities LLC | Chicago, IL | Aug 2013 - Dec 2015 | 2 |
| Xr Trading Llc (f/k/a Rho Trading Securities Llc) | Chicago, IL | May 2005 - Dec 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- AZ
- CA
- IL
- NV
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$656,188
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, NV, TX
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