Gerald Graham
Gerald Graham is a registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, CO, with 8 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Aurora, CO
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Regulatory History
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
Gerald is an author/publisher, director of communications for The Timberline Group, LLC, and a registered representative for Timberline Wealth Management. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, and is a spokesperson for Beyond Type 1.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations6 states
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