Stefan Graham
Stefan Graham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Katy, TX, with 13 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
24658 Kingsland Blvd, Katy, TX, 77494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stefan provides tax preparation services, dedicating a few hours per week. He is also a partial owner in Graham Financial Group, LLC and Graham Real Estate, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations41 states
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