Davis Graham (CRD# 7273554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Grosse Pointe, MI | May 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grosse Pointe, MI | Mar 2023 - Current | 1 |
| Wayne State University | Detroit, MI | Aug 2018 - Dec 2022 | 4 |
| Detroit Woodworking | St.clair Shores, MI | Jun 2022 - Aug 2022 | < 1 |
| Xanedu Publishing | Ann Arbor, MI | Jun 2021 - Aug 2021 | < 1 |
| Merrill Lynch | Bloomfield Hills, MI | Jul 2020 - Aug 2020 | < 1 |
| Middle/ High School | Grosse Pointe, MI | Sep 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MI
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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