AG
AG

Adam Scott Graves

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

Loading...

Location

3507 N University Ave, Suite 150, Provo, UT, 84604

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam is the Chair of the Central Committee for Colorado State House District 37, dedicating a few hours per week to this role. He also works with Alignment Financial selling life and health insurance, which takes about a third of his time.

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Townsquare Capital, LLC
June 2018 - June 2023 · 5 yrs
Allegis Investment Services, LLCBroker
March 2017 - March 2019 · 2 yrs
Allegis Investment Advisors, LLC
December 2014 - June 2018 · 3 yrs 6 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Adam Scott Graves - Financial Advisor | TrueAdvisor