Michael Graves, financial advisor Lake Bluff IL
93 score

Michael Graves

CRD Number: 4562107
Current Firm: Triad Advisors, Inc.

Michael Graves (CRD# 4562107) is an Investment Advisor Representative working at Triad Advisors, Inc. in Lake Bluff, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2012 - Current 4
Bank Of America,na Barrington, IL Dec 2009 - Aug 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Deer Park, IL Mar 2005 - Aug 2012 7
Ubs Financial Services Inc. Barrington, IL Jul 2002 - Dec 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Michael R. Graves
Phone Number: 800-720-4003
Registered State(s):
  • CO
  • FL
  • GA
  • IL
  • IN
  • MD
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $165,415
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)
  • Publication of periodicals or newsletters
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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