Graham Wickham
Graham Wickham is a registered investment advisor at Wickham Financial & Insurance Services, based in Marietta, GA, with 31 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 284 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Location
331 Washington Avenue Ne, Marietta, GA, 30060
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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 →Other Business ActivitiesSells Insurance
Graham owns The Wickham Agency, Inc., a full-service independent insurance agency offering various insurance products. Graham dedicates about 10-20% of his time to this activity, with 20% of that time occurring during normal trading hours.
Employment History
Current Registrations
Wickham Financial & Insurance Services
Previous Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Midsouth Capital, INC.Broker
Wachovia Securities Financial Network, INC.Broker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
Gkn Securities CORP.Broker
Chatfield Dean & CO., INC.Broker
State Registrations2 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.