Tara Graham (CRD# 6884718) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Renton, WA and has over 6 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Renton, WA | Mar 2022 - Current | 2 |
| Unemployed | Yelm, WA | Nov 2021 - Mar 2022 | < 1 |
| Calton & Associates, Inc. | Austin, TX | Sep 2020 - Nov 2021 | 1 |
| Jpmorgan Chase Bank, N.a. | Austin, TX | May 2019 - Sep 2020 | 1 |
| J.p. Morgan Securites, LLC | Austin, TX | May 2019 - Sep 2020 | 1 |
| Principal Life Insurance Company | Austin, TX | Nov 2017 - May 2019 | 1 |
| Principal Securities Inc. | Austin, TX | Nov 2017 - May 2019 | 1 |
| Harte Hanks/blue Cross Blue Shield | Austin, TX | Oct 2017 - Jan 2018 | < 1 |
| Symmetry Financial / Inside Agent | Austin, TX | Apr 2017 - Oct 2017 | < 1 |
| Farmers Insurance / Alaniz | Austin, TX | Nov 2016 - May 2017 | < 1 |
| Unemployed | Austin, TX | Jan 2016 - Oct 2016 | < 1 |
| N1 Beauty Lounge | Islington, | May 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- WA
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
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