Asa GravesCRD Number: 227783
Current Firm: Graves Light Lenhart
Asa Graves (CRD# 227783) is an Investment Advisor Representative working at Graves Light Lenhart in Harrisonburg, VA and has over 34 years of experience in the finance industry.
First Citizens Investor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Southland Equity Partners, LLC
|Graves-light Private Wealth Management, Inc.||Harrisonburg, VA||Aug 2018 - Current||3|
|Wells Fargo Clearing Services, LLC||Harrisonburg, VA||Nov 2016 - Aug 2018||1|
|Wells Fargo Advisors LLC||Harrisonburg, VA||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,033MILLIONS
Total Number of Accounts1,108ACCOUNTS
Average Account Value$932,567
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
FL, ID, NC, PA, TN, VA
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