Todd Graham, financial advisor Chicago IL
93 score

Todd Graham

CRD Number: 1361484
Current Firm: Msi Financial Services, Inc.

Todd Graham (CRD# 1361484) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Chicago, IL Apr 2016 - Current < 1
Vista National Insurance Group Inc. Park Ridge, IL Apr 1999 - Current 17
Royal Alliance Geneva, IL May 2012 - Apr 2016 3
Independent Financial Group San Diego, CA Oct 2010 - May 2012 1
Lpl Financial Corporation Park Ridge, IL Sep 2009 - Oct 2010 1
Waterstone Financial Group Itasca, IL Oct 2002 - Oct 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Todd R. Graham
Phone Number: 800-638-8378
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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