Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Contact
Karl H Graf
Location
6101 Carnegie Blvd, Suite 220, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Graf Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Karl is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and holds the CERTIFIED FINANCIAL PLANNER™ certification with broad experience in financial counselling and wealth management services. He has been certified by various courts as a financial expert and has provided such testimony in court on several occasions. In addition, he has been published on various personal financial planning issues and has been a frequent speaker on financial planning issues. Karl has been interviewed on national and local television, including CNN’s “Your Money.”