Anna Graves, financial advisor Hermantown MN

Anna Graves

CRD Number: 5798026
Current Firm: Securities America Advisors, Inc.

Anna Graves (CRD# 5798026) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Duluth, MN Sep 2016 - Current 7
Urshan Retirement Group, Inc. Hermantown, MN May 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Anna E. Graves
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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