Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marshall Graves is a financial advisor with CWM, LLC. John has been in the industry since 2021 and holds Series 63, 65 and 6TO licenses. John also works as a co-owner of Graves Law Firm and an insurance agent. John is registered to provide investment advisory services in Ohio and Pennsylvania.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
OH
01/24/2024 - Present
CWM, LLC (North Canton OH)
MI
10/17/2022 - 01/25/2024
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
BC
Issued 10/26/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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