Graham Bailey
Graham Bailey is a registered investment advisor at LPL Financial LLC, based in Woodstock, GA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
330 Creekstone Ridge, Woodstock, GA, 30188
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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
Graham is involved with 755 Financial as an insurance agency, selling various insurance products including life, health, disability, long-term care, and fixed annuities, dedicating a few hours per week. He also uses 755 Financial as a DBA for LPL business, spending nearly full-time on this activity, and is involved with mortgage/real estate services through 755 Financial LLC, spending minimal time on it. Graham also has 755 Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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