Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Barton McDougal is a financial advisor with Trek Financial. Graham is a licensed Investment Advisor Representative and a Registered Representative. Graham has been in the industry since 2004. Graham also works as a lawyer, focusing on trust and estate law. Graham has worked with WORLD EQUITY GROUP, INC. and AXA ADVISORS, LLC in the past.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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CA
07/28/2017 - Present
Trek Financial (Sacramento CA)
CA
05/08/2015 - 03/31/2016
WORLD EQUITY GROUP, INC. (Davis CA)
CA
01/19/2004 - 05/07/2015
AXA ADVISORS, LLC (DAVIS CA)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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