Stacy Graham, financial advisor Grass Valley CA

Stacy Graham

CRD Number: 1458142
Current Firm: American Investors Co

Stacy Graham (CRD# 1458142) is an Investment Advisor Representative working at American Investors Co in Grass Valley, CA and has over 26 years of experience in the finance industry.

Similar Advisors
Angela Adler, financial advisor Grass Valley CA
Angela K. Adler
CRD# 2579690
Ameriprise Financial Services, LLC
Similar Advisors
Daren Anderson, financial advisor Grass Valley CA
Daren C. Anderson
CRD# 5142926
State Farm Investment Management Corp.
Similar Advisors
Derrick Andrews, financial advisor Grass Valley CA
Derrick S. Andrews
CRD# 1852661
Mariner Independent
Company Name Location Dates Years
Woodside Ranch Grass Valley, CA Jan 2017 - Current 7
Stacy Graham Grass Valley, CA Jan 2015 - Current 9
Cooper's Ale Works Nevada City, CA Feb 2007 - Current 17
American Investors Company San Ramon, CA Feb 2004 - Current 20
Stacy Graham Grass Valley, CA May 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stacy A. Graham
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    1,917
    ACCOUNTS
  • Average Account Value
    $266,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AZ, CA, CO, FL, IL, NV, NY, OR, TN, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.