Graf Financial, LLC

Graf Financial, LLC (CRD# 153441) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $46,900,000 in 173 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $271,098
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Graf Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Helen E. Graf
CRD#: 1374761
2161 Quail Run Drive, Suite C, Baton Rouge, LA 70808
96
Wealthminder
score

Helen Graf (CRD# 1374761) is an Investment Advisor Representative working at Graf Financial, LLC in Baton Rouge, LA and has over 29 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.

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