AG
CFP
AG
CFP

Alex Phillip Graham

5 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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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.

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Employment History
Current Registrations
Andina Family Offices
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Allos Investment Advisors, LLC
November 2020 - September 2022 · 1 yr 10 mos
Searcy Financial Services, INC.
November 2020 - September 2022 · 1 yr 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.