Robert Graham (CRD# 7603536) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has 1 year of experience in the finance industry. Robert Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waddell & Associates, LLC | Memphis, TN | Aug 2021 - Current | 2 |
| Autozone | Memphis, TN | Apr 2021 - Aug 2021 | < 1 |
| The Marston Group, Plc | Memphis, TN | Oct 2017 - Apr 2021 | 3 |
| Cpa Education | Memphis, TN | Mar 2017 - Sep 2017 | < 1 |
| Aerospace Products International | Memphis, TN | Jul 2016 - Feb 2017 | < 1 |
| Deloitte | Memphis, TN | Jun 2014 - Jun 2016 | 2 |
| Professional Capital Management | Memphis, TN | Feb 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- TN
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Total Assets Under Management1,344MILLIONS
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Total Number of Accounts2,764ACCOUNTS
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Average Account Value$486,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
AL, AR, CA, CO, DC, FL, GA, IL, KY, LA, MA, MI, MO, MS, NC, NH, NY, SC, TN, TX, VA, WA
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