John Graham is a registered investment advisor at Tsfg, LLC, based in Mundelein, IL, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,342 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSFG, LLC charges an annual investment advisory fee of up to 2.00% of the value of your account. This fee is negotiable. The fee is calculated based on the market value of your account at the end of the previous quarter and billed in advance each quarter.
Location
291 N Archer Avenue, Mundelein, IL, 60060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates Gradepoint Financial LLC and TS Financial Group, LLC as DBAs for his LPL business, dedicating full-time hours to these activities. He also provides investment advisory services through TSFG, LLC, an independent investment advisor firm, spending full-time hours on this as well.
Employment History
Current Registrations
Tsfg, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations5 states
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