Phyllis GrafftCRD Number: 1244016
Current Firm: Msi Financial Services, Inc.
Phyllis Grafft (CRD# 1244016) is an Investment Advisor Representative working at Msi Financial Services, Inc. in San Antonio, TX and has over 32 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Metropolitan Life Ins. Company||San Antonio, TX||Apr 2004 - Current||12|
|Metlife Securities Company||San Antonio, TX||Apr 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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