Joel Graham
Advisor at Graham Financial
Updated today
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 Financial
Location
Shreveport, LA
Credentials
Series 63, Series 65
Industry experience
6 years
About
Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.
Fee options
Fixed engagement or ongoing consulting fees based on hourly rate, negotiable based on scope
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 per hour for financial planning services
Ongoing retainer fees set in $2,500/month increments for approximately 10-12 hours per month
Fee-only: Financial planning hourly fee $250/hour; Fixed/ongoing engagement fees negotiable; Retainer fees $2,500/month increments (~10-12 hours/month)
Location
Shreveport, LA
Most active in
Joel G has reported serving >5 clients in these states in the last 12 months.
Louisiana
Work history
Graham Financial LLC
2020 - Present (6 years)
Norris Ferry Community Church
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Roderick W
Series 63, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
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