Joel Graham (CRD# 2556229) is an Investment Advisor Representative working at Graham Financial in Shreveport, LA and has over 29 years of experience in the finance industry.
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
CRD# 2283016
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Graham Financial LLC | Shreveport, LA | Feb 2020 - Current | 4 |
| Norris Ferry Community Church | Shreveport, LA | May 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- LA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$699,581
- 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
LA
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