Joshua GrahamCRD Number: 6977302
Current Firm: First Trust Advisors LP
Joshua Graham (CRD# 6977302) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|First Trust Portfolios LP||Wheaton, IL||Jun 2019 - Current||3|
|First Trust Advisors LP||Wheaton, IL||Jun 2019 - Current||3|
|Taylor University||Upland, IN||Aug 2015 - May 2019||3|
|Toledo Christian Schools||Toledo, OH||Jun 2009 - Jun 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management223,555MILLIONS
Total Number of Accounts3,363ACCOUNTS
Average Account Value$66,474,874
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
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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