Griffin Graves (CRD# 7006384) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Irvine, CA and has over 4 years of experience in the finance industry. Griffin Graves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Filigree Wealth Advisors, LLC | Irvine, CA | Mar 2022 - Current | 2 |
| Congress Wealth Management LLC | Costa Mesa, CA | Oct 2020 - May 2022 | 1 |
| Congress Wealth Management LLC | Costa Mesa, CA | Jan 2020 - Sep 2020 | < 1 |
| Unemployed | Laguna Niguel, CA | Oct 2019 - Dec 2019 | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Aug 2018 - Sep 2019 | 1 |
| Unemployed | Lake Oswego, OR | Jun 2018 - Aug 2018 | < 1 |
| The University Of Arizona | Tucson, AZ | Aug 2014 - May 2018 | 3 |
| Wasserman Media Group | Los Angeles, CA | Jun 2017 - Aug 2017 | < 1 |
| Lake Oswego High School | Lake Oswego, OR | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
-
Total Assets Under Management179MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$992,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, OR
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