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Adair Graham

52 Years of Experience
Wilmington, NC
Broker

Adair Graham is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, NC, with 52 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

101 Autumn Hall Drive, Suite 220, Wilmington, NC, 28403

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adair is a partner in Yonder Farm Partnership, involved in farming and operations since 1988, dedicating a few hours per week. Adair also manages Cameron Properties, a family-related business holding, and serves as a co-trustee for multiple trusts, spending minimal time on each.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2013 - September 2020 · 7 yrs 8 mos
Bb&t Securities, LLCBroker
January 2013 - September 2020 · 7 yrs 8 mos
Scott & Stringfellow, LLC
December 2001 - January 2013 · 11 yrs 1 mo
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, INC.Broker
August 1990 - May 1999 · 8 yrs 9 mos
Fox, Graham & Mintz Securities, INC.Broker
January 1986 - August 1990 · 4 yrs 7 mos
Wheat, First Securities, INC.Broker
March 1975 - January 1986 · 10 yrs 10 mos
E. F. Hutton & Company INCBroker
July 1973 - May 1975 · 1 yr 10 mos
State Registrations9 states
FLGANCNHRISCTXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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