Graham NuttycombeCRD Number: 1933010
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Graham Nuttycombe (CRD# 1933010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 27 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Oct 2009 - Current||7|
|Banc Of America Investment Services, Inc.||Norfolk, VA||Jan 1998 - Oct 2009||11|
|Banc Of America Insurance Services, Inc.||Norfolk, VA||Jan 1998 - Oct 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)