Graham Martin is a registered investment advisor at Principal Advised Services, based in Kannapolis, NC, with 1 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
Kannapolis, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Graham works as a Retirement Consultant and in Advice, Education & Sales for Principal, spending nearly full-time hours in each role. Both roles involve investment-related activities, including offering investment advice and sales of bank deposit products.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.Broker
Principal Securities, INC.
State Registrations51 states
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