Asa Graves, financial advisor Harrisonburg VA

Asa Graves

CRD Number: 2173587
Current Firm: Graves Light Lenhart

Asa Graves (CRD# 2173587) is an Investment Advisor Representative working at Graves Light Lenhart in Harrisonburg, VA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Graves-light Private Wealth Management, Inc. Harrisonburg, VA Aug 2018 - Current 5
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 Aug 2001
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Asa W. Graves
Phone Number: (540) 433-3076
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,086
    MILLIONS
  • Total Number of Accounts
    1,141
    ACCOUNTS
  • Average Account Value
    $951,929
Compensation Options
  • A percentage of assets under your management
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, ID, MD, NC, SC, VA

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