Graf Financial, LLC
Graf Financial, LLC (CRD# 153441) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $49,400,000 in 169 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts169ACCOUNTS
Average Account Value$292,308
- 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
- Pension consulting services
- Educational seminars/workshops
Helen Graf (CRD# 1374761) is an Investment Advisor Representative working at Graf Financial, LLC in Baton Rouge, LA and has over 30 years of experience in the finance industry. Helen Graf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.