Angela McGraw (CRD# 6838362) is an Investment Advisor Representative working at Lpl Financial LLC in Sitka, AK and has over 3 years of experience in the finance industry.
CRD# 3023714
Lpl Financial LLC
CRD# 6109927
Edward Jones
CRD# 7171628
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sitka, AK | Jul 2021 - Current | 2 |
| Waddell And Reed | Sitka, AK | Jun 2019 - Jul 2021 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Sitka, AK | Jun 2019 - Jul 2021 | 2 |
| Cynthia Gibson, LLC | Sitka, AK | Jan 2019 - Jul 2021 | 2 |
| Waddell & Reed | Sitka, AK | Sep 2017 - May 2019 | 1 |
| Coastal Consulting Services | Sitka, AK | Jul 2015 - Dec 2017 | 2 |
| Providence Kodiak Island | Kodiak, AK | May 2017 - Aug 2017 | < 1 |
| Unemployed | Sitka, AK | Nov 2016 - Apr 2017 | < 1 |
| Providence Kodiak Island | Kodiak, AK | Jun 2016 - Oct 2016 | < 1 |
| Unemployed | Sitka, AK | Nov 2015 - May 2016 | < 1 |
| Providence Kodiak Island | Kodiak, AK | Jun 2015 - Oct 2015 | < 1 |
| Sitka Community Hospital | Sitka, AK | Jan 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- AK
- TX
- WA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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