Timothy Graham (CRD# 4461811) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 21 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Charlotte, NC | May 2021 - Current | 2 |
| Unemployed | Charlotte, NC | Oct 2020 - May 2021 | < 1 |
| Alphastar Capital Management | Cornelius, NC | Oct 2019 - Oct 2020 | 1 |
| Lpl Financial LLC | Fort Mill, SC | May 2007 - Oct 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- NC
-
Total Assets Under Management846MILLIONS
-
Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
ND
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