Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Colin Marshall is a financial advisor with over 20 years of experience in the industry. Graham has a strong background in securities and financial planning, holding Series 7, 31, and 63 licenses as well as the SIE exam. Graham is currently registered as an Investment Advisor Representative with Onedigital Investment Advisors in Texas. Graham has previously worked at Raymond James & Associates, Inc. Graham specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/24/2024 - Present
Onedigital Investment Advisors (FORT WORTH TX)
TX
06/15/1999 - 07/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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