Jamey Graham
Jamey Graham is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 24 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (3)
Financial
August 2020Employment Separation After Allegations
December 2018Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Jamey is an agent for non-variable insurance since 2001. He also operates Graham Wealth Management as a DBA for marketing purposes since 2018.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Signal Securities, INC.
Signal Securities, INC.Broker
Signal Securities, INC.
Hilltop Securities INC.
Hilltop Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 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.