Graham GoeddelCRD Number: 4526606
Current Firm: Navy Federal Asset Management, LLC
Graham Goeddel (CRD# 4526606) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Jacksonville, FL and has over 14 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Navy Federal Brokerage Services LLC||Jacksonville, FL||Jan 2010 - Current||6|
|Navy Federal Financial Group, LLC||Jacksonville, FL||Jan 2010 - Current||6|
|Navy Federal Asset Management, LLC||Jacksonville, FL||Jan 2010 - Current||6|
|Morgan Stanley Smith Barney||Jacksonville, FL||Jun 2009 - Jan 2010||< 1|
|Morgan Stanley & Co, Inc.||Jacksonville, FL||Apr 2007 - Jun 2009||2|
|Unemployed||Jacksonville, FL||Nov 2006 - Apr 2007||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Apr 2002 - Nov 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management159MILLIONS
Total Number of Accounts1,117ACCOUNTS
Average Account Value$142,057
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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