Graham Wilson
Graham Wilson is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Matthews, NC, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
119 South Trade Street, Suite 101, Matthews, NC, 28105
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Graham is the President and Owner of Sterling Financial Group, Inc. since 1990, spending about 5% of his time on securities, advisory, and insurance business. He also sells fixed insurance under Sterling Financial Group, Inc., dedicating about 10% of his time to this activity since 2020.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Princor Financial Services CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.