Brett GrahamCRD Number: 6309934
Current Firm: Waddell & Reed
Brett Graham (CRD# 6309934) is an Investment Advisor Representative working at Waddell & Reed in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Media Index Publishing||Tukwila, WA||Mar 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Las Vegas, NV||Apr 2015 - Current||2|
|Waddell & Reed, Inc.||Las Vegas, NV||Apr 2015 - Current||2|
|American Marketing Association||Chicago, IL||Nov 2014 - Current||2|
|Metlife Securities Inc.||Las Vegas, NV||Sep 2014 - Apr 2015||< 1|
|New England Securities||Las Vegas, NV||Mar 2014 - Sep 2014||< 1|
|Unlv||Las Vegas, NV||Jan 2014 - Jun 2014||< 1|
|Fullerton College||Fullerton, CA||Dec 2012 - Jan 2014||1|
|Triple Canopy Inc.||Baghdad,||Dec 2010 - Dec 2012||2|
|Global Strategies Group||Kabul,||Oct 2009 - Dec 2010||1|
|Citrus College||Glendora, CA||Jun 2009 - Oct 2009||< 1|
|Us Army||Killeen, TX||Mar 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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