Ashley Graham, financial advisor Westlake OH

Ashley Graham

CRD Number: 5447307
Current Firm: Stratos Wealth Partners, Ltd

Ashley Graham (CRD# 5447307) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Westlake, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Westlake, OH May 2017 - Current 7
Lpl Financial, LLC Westlake, OH Apr 2017 - Current 7
Unemployed Unemployed, OH Feb 2017 - Apr 2017 < 1
Cambridge Investment Research Inc. Fairfield, IA Apr 2014 - Feb 2017 2
Mayfield Financial Services Richmond Heights, OH Apr 2014 - Feb 2017 2

Ashley Graham has no recent exams reported.
Contact Info for Ashley L. Graham
Phone Number: 440-519-2500
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    12,533
    MILLIONS
  • Total Number of Accounts
    37,396
    ACCOUNTS
  • Average Account Value
    $335,150
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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