Phillip Graham, financial advisor Marietta GA
93 score

Phillip Graham

CRD Number: 2969967
Current Firm: H.d. Vest Advisory Services, Inc.

Phillip Graham (CRD# 2969967) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Marietta, GA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Woodstock, GA May 1999 - Current 17
H.d. Vest Investment Services Marietta, GA Oct 1997 - Current 19
Phillip Graham & Associates, P.c. Marietta, GA Feb 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
Contact Info for Phillip D. Graham
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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