Erica Graham is a registered investment advisor, based in Greenfield, MA, with 8 years of industry experience.
Location
Greenfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erica is dually registered with Fortune Financial Services, Inc. and Perigon Wealth Management, LLC, working as an investment advisor representative and registered representative. She also works as a realtor for Delap Real Estate, dedicating a few hours per week to assisting buyers and sellers with property transactions.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
Perigon Wealth Management, LLC
Previous Registrations
Bolton Global Asset Management
Twin Focus Capital Partners, LLC
State Registrations1 state
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