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Bradley Graham

29 Years of Experience
Dublin, OH
Broker

Bradley Graham is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5747 Perimeter, Suite 240, Dublin, OH, 43017

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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

Bradley is an advisory member of the Gift Annuity Committee for Grace Polaris Church and owns 100% of Graham Wealth Management LLC. He also serves as executor and trustee for his uncle's estate, dedicating about 10-20% of his time to the executor role and minimal time to the trustee role.

Employment History
Current Registrations
Wells Fargo Advisors
October 2020 - Present · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - October 2020 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2020 · 12 yrs 9 mos
A. G. Edwards & Sons, INC.
March 2004 - January 2008 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
November 2000 - January 2008 · 7 yrs 2 mos
Linsco/private Ledger CORP.Broker
March 2000 - November 2000 · 8 mos
Sky Investments, INC.Broker
February 1999 - March 2000 · 1 yr 1 mo
Nationwide Advisory Services, INC.Broker
July 1997 - March 1999 · 1 yr 8 mos
Locust Street Securities, INC.Broker
February 1997 - June 1997 · 4 mos
State Registrations27 states
ALARAZCAFLGAILINKSKYMAMEMINCNVNYOHPARISCTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.