Hugh Graham, financial advisor Spartanburg SC
87 score

Hugh Graham

CRD Number: 5990517
Current Firm: Colonial Trust Advisors, Inc.

Hugh Graham (CRD# 5990517) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Colonial Trust Advisors, Inc. Spartenburg, SC Oct 2013 - Current 3
Graham And Associates, LLC Columbia, SC Mar 2004 - Oct 2013 9

Hugh Graham has no recent exams reported.
Contact Info for Hugh Z. Graham
Phone Number: 864-582-3356
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    549
    MILLIONS
  • Total Number of Accounts
    1,438
    ACCOUNTS
  • Average Account Value
    $381,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, GA, NC, NY, SC, TN, TX, VA

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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