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 2 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||1|
|Waddell & Reed, Inc.||Las Vegas, NV||Apr 2015 - Current||1|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.