Advisor at Graham Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Graham Wealth Management LLC
Location
Panama City Beach, FL 32413
Credentials
Series 66
Industry experience
4 years
Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.
Based on Graham Wealth Management LLC
2.00% annually
Between $100 and $450 per hour
407 Florida Ln
Panama City Beach, FL 32413
Florida · Maryland
Graham Wealth Management LLC
2022 - Present (4 years)
Ameriprise
2020 - 2022 (2 years)
Capella University
2020 - 2021 (1 year)
Edward Jones Investments
2019 - 2020 (1 year)
Central Penn College
2018 - 2020 (2 years)
Anne Arundel Community College
2017 - 2018 (1 year)
Virginia Wesleyan University
2016 - 2017 (1 year)
Northern High School
2012 - 2016 (4 years)
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Trust company
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Other specialized services
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