Nathan Graves (CRD# 6511790) is an Investment Advisor Representative working at Kipos Wealth in Denton, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kipos Wealth LLC | Denton, TX | Dec 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Juneau, AK | Nov 2015 - Dec 2023 | 8 |
| State Farm Vp Management Corp | Juneau, AK | May 2015 - Nov 2023 | 8 |
| Wyndham Vacations | Honolulu, HI | Jul 2014 - Mar 2015 | < 1 |
| University Of Hawaii At Manoa | Honolulu, HI | Nov 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Jul 2015 |
- AK
- HI
- TX
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$248,491
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, HI, TX
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