Donald GrahamCRD Number: 1052207
Current Firm: Commonwealth Financial Network
Donald Graham (CRD# 1052207) is an Investment Advisor Representative working at Commonwealth Financial Network in Willard, OH and has over 31 years of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
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Investment Professionals, Inc.
|Commonwealth Equity Services, Inc.||Willard, OH||Jul 1992 - Current||24|
|Donald M Graham And Assoc.||Willard, OH||Jun 1979 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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