Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Phillip Graham is a financial advisor registered with the state of Utah and associated with Andina Family Offices. Alex is a Certified Financial Planner™ professional and has been in the industry since 2010. Alex specializes in providing financial planning and investment management services for individuals, high-net-worth individuals, families, and pooled investment vehicles. Alex has worked for several firms in the financial industry, including Searcy Financial, Aldrich Wealth, Allos Investment Advisors, FirstPurpose Wealth, and Sundance Mountain Resort. Alex is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
09/20/2022 - Present
Andina Family Offices (LEHI UT)
Active
Inactive
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