Terry Graham, financial advisor Mableton GA

Terry Graham

CRD Number: 6439321
Current Firm: Gwn Securities Inc.

Terry Graham (CRD# 6439321) is an Investment Advisor Representative working at Gwn Securities Inc. in Mableton, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Caci Inc. Forest Park, GA Mar 2019 - Current 5
Gwn Securities, Inc. Palm Beach Gardens, FL Jan 2018 - Current 6
Legacy Builders Wealth Management Mableton, GA Jan 2017 - Current 7
Bowhead Support Alexandria, VA Mar 2016 - Current 8
Team Soteria Ministries Smrna, GA Jan 1996 - Current 28
Focus Vision Communications Inc. Mableton, GA Jan 1996 - Current 28
Keyw Corp Forest Park, GA Mar 2018 - Mar 2019 1
Ameritas Investment Corp. Lincoln, NE Jun 2017 - Dec 2017 < 1
Capital Choice Financial Services Greensboro, GA Jan 2017 - Dec 2017 < 1
Pfs Investments Inc. Atlanta, GA Apr 2015 - Dec 2016 1
Primerica Financial Services Atlanta, GA Sep 2014 - Dec 2016 2
Aaski Aberdeen, MD Oct 2014 - Feb 2016 1
Esp Eatontown, NJ Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Terry R. Graham
Phone Number: 561-472-2700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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