Shannon Graham
Shannon Graham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1044 NE Circle Boulevard, Corvallis, OR, 97330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon works as an associate/employee for Addison Avenue Investment Services and First Tech Federal Credit Union, providing financial advice. Both roles take about half of Shannon's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.Broker
Cuso Financial Services, L.P.Broker
State Registrations17 states
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