John Graves (CRD# 1427158) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Southport, NC and has over 29 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P&g Enterprise, Llc Dba The Renaissance Group, LLC | Ventura, CA | Jun 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| The Renaissance Group, LLC | Ventury, CA | Jan 1996 - Current | 28 |
| Cetera Advisors LLC | Denver, CO | May 2015 - Jan 2022 | 6 |
| The Renaissance Group, LLC | Ventura, CA | Nov 2006 - Dec 2017 | 11 |
| Lpl Financial, LLC | Ventura, CA | Oct 1997 - Jun 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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