Phillip Graham
Phillip Graham is a registered investment advisor at Cetera Investment Advisers LLC, based in Marietta, GA, with 28 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3650 Canton Rd, Marietta, GA, 30066
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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
Phillip is an independent insurance agent and owns rental properties. He also works full-time as a CPA through Phillip Graham & Associates PC and manages Phillip Graham Real Estate LLC, which owns his office building.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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