Gregory Graves, financial advisor Bremerton WA

Gregory Graves

CRD Number: 6476840
Current Firm: Fiscal Wisdom Wealth Management LLC

Gregory Graves (CRD# 6476840) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Bremerton, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Portsmouth-smartlife Financial Group, LLC Atlanta, GA Jan 2021 - Current 3
Thrivent Investment Management Inc. Bremerton, WA Jul 2015 - Current 8
Smartlife Financial Group, LLC Vero Beach, FL Nov 2020 - Jan 2021 < 1
Parker Financial LLC Silverdale, WA May 2018 - Aug 2020 2
Thrivent Financial Appleton, WI Oct 2015 - May 2018 2
Thrivent Financial Appleton, WI Aug 2015 - Oct 2015 < 1
Port Gamble Police Department Kingston, WA Aug 2009 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Gregory N. Graves
Phone Number: 678-202-4066
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    1,207
    ACCOUNTS
  • Average Account Value
    $178,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA

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