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Michael Graham

2 Years of Experience
Metairie, LA
BrokerSells Insurance

Michael Graham is a registered investment advisor at Cetera Investment Advisers LLC, based in Metairie, LA, with 2 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Metairie, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael works as a financial professional at North Star Resource Group, offering life insurance, securities, and planning services, dedicating full-time hours to this role. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice, spending a few hours per week on this business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations9 states
CAGALAMSMTNCORSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.