Denise Graves (CRD# 3180513) is an Investment Advisor Representative working at Pnc Investments in Waco, TX and has over 25 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Pnc Investments | Waco, TX | Aug 2021 - Current | 2 |
Dirt Roads & Lace | Valley Mills, TX | Sep 2019 - Current | 4 |
Plunder Designs | Valley Mills, TX | Jul 2019 - Current | 4 |
Graves Farms | Valley Mills, TX | Jan 2019 - Current | 5 |
Bbva Wealth Solutions Inc. | Waco, TX | Mar 2017 - Aug 2021 | 4 |
Bbva Securities Inc. | Waco, TX | May 2013 - Aug 2021 | 8 |
Compass Bank | Birmingham, AL | Aug 2009 - Aug 2021 | 12 |
Bbva Compass Insurance Agency, Inc. | Austin, TX | Nov 1993 - Aug 2021 | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1999 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- TX
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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