David GraffCRD Number: 6241398
Current Firm: Precise Investment Management, Inc.
David Graff (CRD# 6241398) is an Investment Advisor Representative working at Precise Investment Management, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Precise Investment Management, LLC||El Paso, TX||Sep 2019 - Current||2|
|Insight Securities Inc.||Highland Park, IL||Feb 2018 - Current||3|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$70,237
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
AZ, CA, IL, NV, TX
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