Todd Graham, financial advisor Warrenville IL
93 score

Todd Graham

CRD Number: 1361484
Current Firm: Woodbury Financial Services, Inc.

Todd Graham (CRD# 1361484) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Warrenville, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Warrenville, IL Sep 2017 - Current < 1
Mml Investors Services, LLC Downers Grove, IL Mar 2017 - Sep 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Sep 2017 1
Metlife Securities Inc. Downers Grove, IL Apr 2016 - Jul 2016 < 1
Vista National Insurance Group Inc. Park Ridge, IL Apr 1999 - Jun 2016 17
Royal Alliance Geneva, IL May 2012 - Apr 2016 3
Independent Financial Group San Diego, CA Oct 2010 - May 2012 1
Lpl Financial Corporation Park Ridge, IL Sep 2009 - Oct 2010 1
Waterstone Financial Group Itasca, IL Oct 2002 - Oct 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Todd R. Graham
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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